Can I generate new tasks in bulk on multiple opportunities?
You can use the Bulk Assign feature to generate and assign new tasks to multiple Opportunities in the one go. To do this:
Open the CRM app and select Opportunities from the main left-hand menu.
Use the Apple or Windows key to highlight the opportunities you want to assign the task to.
Click on Bulk Assign.
Select Tasks.
Choose either Assign to all or Assign to selected.
Note: Selecting Assign to all will apply the change to every record in your database.Click Next.
Select the Task type from the drop down.
Add the relevant details including:
Delegate you want to assign the task to.
Due Date.
Click on Create Tasks.
Your request will be processed, and the records updated accordingly.
