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seth
Expert ⭐️
February 16, 2016
New Idea

Use Mass Edit to add Playbooks

  • February 16, 2016
  • 11 replies
  • 222 views
I have a bunch of CTAs I've created for my CSMs using a Rule, and then I adjusted their Close Dates using DataLoader. I would like to use Mass Edit to apply a single Playbook to all of those CTAs at once, instead of having to do it to each CTA.

    11 replies

    Helper ⭐️
    December 17, 2024

    We could really benefit as a CSM to have the ability to mass edit CTA’s to either change dates, change owner, etc.  We have to do this individually and it can take a lot of time.