a year ago
Save time with bulk assign!
When you make personnel changes or add a new process to your business, going through individual client record to update them can be time consuming. Mercury Nexus saves you the hassle, with a bulk assign feature that allows you to update multiple records in seconds.
How do I bulk assign tasks?
You can use the Bulk Assign feature to assign 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.
You can learn more about creating tasks here via the Connective Wiki.