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Logging Activity to Multiple Contacts
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08-18-2009 07:07 AM
Is it possible to log an activity to multiple contacts at once.
For example, if I send a postcard to 100 people and I want to note that in each contact's activity history, how could I do this without having to open and write to 100 contacts?
I am using the Group version of salesforce.
Re: Logging Activity to Multiple Contacts
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08-18-2009 09:33 AM
If you're talking about a single Activity record, you can do it if the Activity is an Event (events can have multiple Invitees). But if you're using a Task, then you will have to create a seperate Task for each Contact.
But it sounds to me like you probably don't need to do either of these. You can probably just create a Campaign, and add your Contacts to it. Each Contact will then have a "Postcard Campaign"entry in thier Campaign History. As an added bonus you can track things like Response Rate, Opportunities Genterated, etc...
Re: Logging Activity to Multiple Contacts
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08-18-2009 11:41 AM
I have the Group version of SF. It does not seem to include the campaign function.
I tried the multiple invitees for an event approach, but I'm struggling to make it work for my specific situation.
When I try to add multiple contacts to an event, I would like to be able to select many contacts at once, instead of adding them one at a time. Ideally, I would like to select contacts with a filter, say, "custom field" equals "Postcard".
Other than adding contacts one at a time to an event, is there a way to create events or tasks and assign them to many contacts at once?
Re: Logging Activity to Multiple Contacts
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08-18-2009 12:48 PM
Wooops, sorry I forgot that Campaigns were only in EE, UE, and DE.
With GE you might really be in a bind. I think there are some free Mass Assign/Update Task apps available on the AppExchange, but I'm not sure if they support GE. You might wanna check there if you haven't already.
Re: Logging Activity to Multiple Contacts
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09-03-2009 04:31 AM
adding invitees does not attach the contacts to the event. the event does not show up in the contacts activity list. so i assume they will not show up on a report either.
but it is not a link, so this work around doesn't meet my needs, at least.
this is a known issue with Salesforce and seems to be constant
Re: Logging Activity to Multiple Contacts
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09-03-2009 08:24 AM

