Voters 25
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25
Ability to update numerous contacts at once with one update
- Live
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SeanCarp |
When seeing multiple people at an event it's nice to do a "bulk" update and not have to search for each individual to "cut and paste" the update
Activity Newest / Oldest
Zvi Band
This is done, y'all!
Zvi Band
Status changed to: Live
Zvi Band
Status changed to: Planned
cpetrucci@dfllp.com
I'd like to update company name - I didn't see this option and maybe I missed it?
Zvi Band
Status changed to: Under review
Zvi Band
Mind clarifying what type of update you're referring to? Right now you can select as many contacts as you want and add/remove spheres, topics, locations, priority, strength, etc.
SeanCarp
Can you select multiple contacts from the general "database"? I haven't found an easy way to say, update that I emailed a market update to a few people, regardless of what sphere they are in
SeanCarp
For instance, on the daily email I get from Relatable suggesting I touch base with a list of contacts to reach out to
SeanCarp
Okay, I figured out how to do this in the main "Add a Note" window by adding @ names. But you cannot "back date" them. So if i entered in a few names today that I spoke to on Tuesday, it doesn't allow me to add the actual date I spoke to them.
Maybe that's insignificant in R as the spheres are not set up on strict timelines like in C?