Share
Report
660It seems like this should be easy, but it is giving me a headache!
I want to setup a campaign in order to inform our sales reps about upcoming marketing initiatives and also assign them activities related to the campaign if needed. For example, say I want to send an email to our database regarding a product offering but I first want to give the reps a chance to opt out any of their clients. Ideally, I'd create a task for each rep that would show up in their task list and once all tasks are completed, I would know it is ok to send the email. It looks like this is possible, however I would have to create an individual task for each person - 20 tasks - not so bad but gets to be a lot if there are multiple tasks I want each person to do. I'd love to be able to create the task once and then select all the people I want to assign it to.
Is campaigns even the right area to be using? Is there an EASY way to do this?
Thanks!
*This post is locked for comments
I have the same question (0)
All responses (
Answers (
