Record an activity across multiple contacts

Platform discussions Special workflows & use cases
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1

Hi all,

I’m fairly confident with the CRM and have been using it for a little while. I find the emails and activities tab useful, but I do have some questions around what’s possible, specifically:

  • Can I create an activity across multiple contacts? As an example, I run training events which could potentially include contacts from a range of organisations. I don’t want to have to go into each contact and record the activity. This would take a while and ultimately end up creating lots of ‘activities’ on the activities board, which isn’t accurate, because there was only one activity.
  • I know I can achieve the above by adding the activity directly to the activity board and then associating the contacts. However, this doesn’t then record the activity against the individual, so if I view that contact and look at the emails and activities board, the activity won’t show.

Am I missing something? This seems like a fairly basic feature for a CRM so hoping there is an easy method to achieve what I’m looking for.

Many thanks

2

Hi Finbar!

I am pretty sure you can achieve this by using deals. Do you have a particular issue with using deals for this usecase?

3

Hi, thanks for the reply.

I’m not sure deals would work as we use them to actually signify commercial deals we are working on or have in place.

Really I just want a way where I can record an activity (e.g. let’s say a webinar we hosted) and be able to assign all the contacts that took part in that activity. At the moment I can do that by going to activities board, create the activity and then assign the contacts.

However, the issue is if I go to one of those contacts and visit their email and activity tab, the activity won’t appear, which seems a bit useless unless I’m missing something obvious.