how to add a phone call activity to a group of users

(0) Share

Report

Posted on by Community Member

Hi,

Is there anyway to add a phone call activity to a group of users without adding them one by one? I'm just checking if I can add a group of users to the "To" field of a phone call, so that all the users will see that phone call in their activity list. It would be ideal if I can add a team to a phone call. Any help would be appreciated.

Thank you.

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (1)

Community Member on at

Like (0)

Report

RE: how to add a phone call activity to a group of users

Thanks Aileen

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

RE: how to add a phone call activity to a group of users

Hi Lavanya,

The From and To fields of a Phone Call is linked to ActivityParty, which is activity party is only limited to Account, Contact, Lead, and User.

You cannot add linked Team to those fields as ActivityParty...

You should add multiple users, activity party can support multiple record, but cannot insert Team as a group..

Thank you.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: how to add a phone call activity to a group of users

Hi Ben,

Thanks for the response & I think your solution is the easiest.

Is there any possibility to add "Team" entity to the "To" lookup field in phone call activity?

This would be the ideal solution but I'm not sure if this is possible.

Thank you

Was this reply helpful? Yes No
Suggested answer

Talsim on at

Like (0)

Report

RE: how to add a phone call activity to a group of users

You can also use the CRM's import tool from csv file.

Was this reply helpful? Yes No
Verified answer

Hosk on at

Like (0)

Report

RE: how to add a phone call activity to a group of users

You can create a phone call and specify the owner as a team can't you?

Was this reply helpful? Yes No
Suggested answer

Talsim on at

Like (0)

Report

RE: how to add a phone call activity to a group of users

Yes, you can through quick campaign or campaign, you can mass distribute phone calls to mass account/contact/lead. On the distribute wizard you can choose that the owner of the account/contact/lead will be the owner of the campaign activity (phone call for example).

Was this reply helpful? Yes No