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CRM Idea Center
Categories Accounts & Contacts
Created by Guest
Created on Aug 30, 2024

Bulk Event Creation

The option to select multiple Accounts or Contacts and bulk create an Event. It is too tedious to go into each account and create an event. Especially if someone plans to make a large number of stops in a day. There are certain areas where there will always be an In Person Visit with an Account or Contact. Recurrence Events does not solve this as someone may not be on a set schedule to visit the same Accounts or Contacts.

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