Product Ideas Portal
Add a new idea Subscribe
Categories Tasks
Created by Tia Lake
Created on Sep 1, 2023

RELATED IDEAS

We need to be able to add leads to a campaign, make a note, or send an email from the tasks screen

Another example: Send lead a video on market trends.

It would be great if you could select ALL leads assigned this task and send a bulk email from the task screen. Right now I need to go into each profile and send them one of my saved videos. It's a complete pain

Jobs To Be Done

I have the same tasks set to accomplish to several leads and right now I need to go into each profile to complete these tasks. Example: Assign this lead to new campaign
Pain

I have to go into each profile to complete these tasks. It would be great if we were able to complete these tasks together from the main task screen
  • Attach files