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Tasks bulk add in Sell
Posted Oct 10, 2022
Hello Zendesk Team,
We would like to add group tasks to the group of selected leads in Zendesk Sell.
Currently we can add tasks to leads only separately which makes our work not efficient.
I am sure that your team can create proper solution for this problem.
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3 comments
Katarzyna Kurzyńska - Madej
Hi Karolina,
Thank you for your feedback. Can you tell me a bit more about your use-case? For example, last time you needed to add tasks in batch: what you were trying to achieve? I'm asking because I'd like to understand your need in-depth.
Thanks,
Kat
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Devin Snelling
@Katarzyna Kurzyńska - Madej
Our use case as a publication would be to add tasks to multiple deals at once within a particular magazine issue. We use custom fields to group $deals into different issues and we would use a Smart List to filter the deals we want to work with and then ideally, we would be able to add tasks to those deals similarly to how you can add Tags. This would be especially helpful when we need to add priority or assign tasks to different team members based on custom fields that we have set up.
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Katarzyna Kurzyńska - Madej
That makes sense. Thank you, Devin Snelling!
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