In Crelate, you'll have the ability to create activities for up to 25 selected contacts in bulk. You’ll be able to create activities in bulk from three main screens within Crelate outlined below.

  1. Contacts
  2. Job Dashboard
  3. Search

**Please Note** The only activities that are available for bulk selection are those that are a Standard type of activity. Calendar activities will NOT be available for bulk selection. More on that HERE.

Contacts

From the contacts dashboard, you’ll have the option to select multiple contacts, choose the Selected Contacts drop down, Create Activity and then choosing the Activity which you would like to create.

mceclip4.png

Job Dashboard

From a Job Dashboard, you have the option to select multiple contacts, choose which activity you would like to create for these contacts.

mceclip2.png

Search

From within Crelate's search feature (More on Search) select and highlight multiple contact records, choose the Selected Contacts drop down, Create Activity, and then choose the Activity which you would like to create.

mceclip3.png

Of note, if more than 25 contacts have been selected you may see the below dialogue.

mceclip5.png

Once you’ve selected your contacts, you may begin creating your selected activity for these contacts

mceclip6.png

What's Next?

While you're at it, why not save time by also creating a follow up activity?

Did this answer your question?