Add Template to Mass Edit

Forum|Forum|10 years ago
January 11, 2016
19 replies
138 views

I do the same exact mass edit multiple times a week (close CTAs for reps who have left the company). It would be great if I could have a drop down template to show the mass edit criteria i specify. I tried to create a rule to close CTAs for inactive reps but since the CTAs all have different Types and Reasons it does not work.

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sara_hoeffler

Contributor ⭐️⭐️⭐️⭐️⭐️

100% agree. Even just locking in desired "show" fields would be a help. It's such a waste of time to set this up from scratch each time accounts transition.

sundar

Expert ⭐️

Changed the status for this.
I'm sure Mass edit would be the right approach for your usecases.

zach_davis

Helper ⭐️

+1 on this Sundar. I have multiple customers that have to manually build these very often when transitioning accounts(which happens often).

zach_davis

Helper ⭐️

+1 on this Sundar. I have multiple customers that have to manually build these very often when transitioning accounts(which happens often).

dgoode

Contributor ⭐️

I see this is pretty stale and the link to the separate feature request is dead. Is this still under consideration? I recreate the same mass edit to move CTAs when orgs are reassigned. Open to other ideas if this request has reached a dead end, though.

DGoode