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Hello,
I have an account named ABC with over 100 locations. Currently, I need to make 100 calls by reaching out to each location individually. When I create a call activity in CRM, I can only set it regarding a single account. Creating 100+ separate call activities for each location isn’t a practical solution.
Could you please advise if there’s a way to associate a single call activity with multiple “regarding” records, so that the activity is linked to all relevant accounts/locations?
Thank you.
#1
Abhilash Warrier
101
Super User 2025 Season 2
#2
Daniyal Khaleel
49
#3
Nour Abuzaid
28
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