Creating Activities for Multiple Accounts  
Author Message
mic2007





PostPosted: Thu Jun 07 08:01:35 CDT 2007 Top

Crm >> Creating Activities for Multiple Accounts Hey Everyone,

I appreciated the help on the last question, so of course I have another
one. How am I able to create a "mass activity" for multiple accounts? For
example, I would like to create an activity on multiple accounts when a fax
blast goes out so that it's recorded for all of the accounts targeted. Any
information is greatly appreciated!
Thanks!
Tiffany

Information Technology223  
 
 
Dave





PostPosted: Thu Jun 07 08:01:35 CDT 2007 Top

Crm >> Creating Activities for Multiple Accounts Tiffany,

If it were me I would create a Quick Campaign. By doing so you will
have the ability to track any responses you get.

~Dave