Is there a way to create a mass task/note/appointment for a group of accounts at once?
One of the issues we experienced when trying to accomplish this in the past was that in CRM the account name is what the system uses to create a record(task/note/appointments) and not the account number. So the name must be exact as how it is on CRM. The second issue is that many accounts share the same account name, and the new records should only be created for the intended account.
Please advise, thank you.
