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Adding a task to a group of contacts, Adding a task to a group of contacts
I have a group of attendees for a seminar I taught that I would like to:
1) import into the contacts section without having to add one at a time - is this an option?
2) create/schedule a task of "Follow Up Phone Call" for each contact - is it possible to create a task for a group?

Thank you!
Hi Tamara!


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mport into the contacts section without having to add one at a time - is this an option?

Sure, you can import contacts list as Excel\CSV file. This video can be quite helpful (it shows our old interface, the system has been updated with more comfortable import interface, but general import process steps are similar).

Kind Regards,

Yana.
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2) create/schedule a task of "Follow Up Phone Call" for each contact - is it possible to create a task for a group?

Sure, open CRM>contacts list, tick the contact you want to assign task to - scroll down to the bottom line actions menu - choose assign task - click apply, a new task creation form will be opened - you will see that the task is already bound to the contacts you've chosen (bottom of the form "CRM items").

Yana.
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