Bulk Assign reminders to contacts
It would be extremely helpful to be able to bulk assign new reminders to contacts.
Eg. I print 100+ letters for each of my reps every week that need a follow-up call the following week. It would be great if I didn’t have to manually add the reminder for each property.
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Ben Groundwater commented
Crazy we dont have this feature yet, would be super useful for keeping prospect lists within rex, rather having to export them manualy or individually add 100 - 200 reminders for a given week
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Mat Fletcher commented
This should be available... Would be a huge timesaver!
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Anonymous commented
This would also be helpful if when you send a newsletter, then select the contacts that need following up, that you could do a mass action and add a reminder to chase the contact up.
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Cameron McDonald commented
Yes but also mass action the adding of tracks
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Anonymous commented
Agreed
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Joel Cahill commented
Agree +2!
Please also make it possible to add bulk tracks, not just reminders.
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Anonymous commented
Agreed!
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Sarah Zarafa commented
Agreed! It would also be good if you could add plans/tracks to a large/bulk group of contacts at once.
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Anonymous commented
definitely a useful function
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Linda Arnott commented
This would help when you import properties by streets and you need to add a track or reminders to the list, to visit the properties again because the owners weren't home or a prospecting track:)
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Josh Edgar commented
You could track phone calls to large numbers of group, let's say I had a task to call through a just soles enquiry list, I could set a task agains the whole list(mass action) then I can track how many phone calls I make. Tons of other reasons for this feature, the last crm had it, it's invaluable
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Anonymous commented
Have the ability to add reminders via a mass action - IE if you need to call neighbours of a new listing, you could mass add reminders to make the calls on a certain day.
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Anonymous commented
This would be ideal for moving those that attend OFI's and need to be called after the sale so please make the change asap