The Activity Plan Manager allows you to create activities for a selected list of Businesses or Contacts. This can be helpful in a sales dripping process, a reminder to make monthly calls and other tasks across multiple contacts. To create these activities:
- Search for a list of Businesses or Contacts
- Click on the Tools menu and select Activity Plan Manager
- The Businesses or Contacts will appear within the Activity Plan Manager
- Review the list and deselect any values by unchecking the checkmark
- Click Create Activity
- Enter the activity details and click the save icon
- An identical activity will be added for each business or contact selected on your list
Note: If you create activities by mistake when using the Activity Plan Manager, notify your System Administrator immediately and they can run a mass delete of records to remove those activities.