Is there a way to create a "Phone Call" activity for a group leads in one
step? As we import leads, I either want to automatically have a phone call
activity created for each lead or be able to select a large group of leads
and created phone call activities for each one.

Thoughts?

Thanks,
Scott Leonard

Re: Create activities for multiple leads by Scott

Scott
Wed Feb 23 12:33:15 CST 2005

Create a manual workflow rule that creates the activity, then using Advanced
Find or a Veiw search/select the leads and choose 'apply rule' to run your
workflow rule against that group - you can only do 100 at a time, but it
works and is easy to set up.
HTH-
Scott Sewell

"Scott Leonard" <scott@tredfast.com> wrote in message
news:OtgrcqcGFHA.2360@TK2MSFTNGP12.phx.gbl...
> Is there a way to create a "Phone Call" activity for a group leads in one
> step? As we import leads, I either want to automatically have a phone call
> activity created for each lead or be able to select a large group of leads
> and created phone call activities for each one.
>
> Thoughts?
>
> Thanks,
> Scott Leonard
>



Re: Create activities for multiple leads by Scott

Scott
Wed Feb 23 16:32:36 CST 2005

That works perfectly. Thanks for the help!
-sl

"Scott Sewell" <scott.sewell@_nospam_CRM411.com> wrote in message
news:eiyKpYdGFHA.3648@TK2MSFTNGP09.phx.gbl...
> Create a manual workflow rule that creates the activity, then using
> Advanced Find or a Veiw search/select the leads and choose 'apply rule' to
> run your workflow rule against that group - you can only do 100 at a time,
> but it works and is easy to set up.
> HTH-
> Scott Sewell
>
> "Scott Leonard" <scott@tredfast.com> wrote in message
> news:OtgrcqcGFHA.2360@TK2MSFTNGP12.phx.gbl...
>> Is there a way to create a "Phone Call" activity for a group leads in one
>> step? As we import leads, I either want to automatically have a phone
>> call activity created for each lead or be able to select a large group of
>> leads and created phone call activities for each one.
>>
>> Thoughts?
>>
>> Thanks,
>> Scott Leonard
>>
>
>