How do I create new mass completed or scheduled activities?

This article explains how to schedule or complete activities for multiple leads using Lead Search . However, the same concepts apply for various actions in My Tasks and Referral Search.

Note: When completing activities for previously scheduled activities use My Tasks.

1 Click Lead Search

2 Click Search Prospects (or Search Influencers depending upon which contact type you want to use.)

3 If appropriate click Check All

4 or click check boxes adjacent to individual contacts 

5 Scroll  to the bottom of window click Perform Tasks

6 Notice it may be possible to Inactivate Leads, Change Decision Status, or Assign Leads to a different community. (Some of these options may not be available to some employees.) In this case, click Add Marketing Activities.

7 Click either Scheduled or Completed enter the data in the fields. All of the selected parties will have the new activity information added to their profile.

Reminder! Complete tasks that you have already entered as a scheduled task in My Tasks.

Recommendation: Click My Tasks select some leads then scroll to the bottom of the screen and click Run Actions for Checked People or Run Actions for Checked Activities to see the different actions you can do for multiple parties. (For example when clicking Run Actions for Checked Activities it is possible to complete the selected activities or change their due dates.)