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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quick Campaigns - auto...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Quick Campaigns - automatically marking activities/calls as complete

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Posted on by CB-10071443-0 4
Afternoon all,
 
I am looking to bulk add activities to a list of leads in a campaign.
 
A quick google suggested using Quick Campaign to add activities.
 
I have followed the wizard to create open tasks/calls and assigned to relevant user for them to contact appropriately and complete.
 
Upon going back into the lead it has automatically marked them as complete?
 
Any suggestions?
 
Thanks
Categories:
Microsoft Dynamics CRM
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  • Suggested answer
    Hamza H Profile Picture
    Hamza H 1,807 on at
    Hello,

    When you use Quick Campaigns to bulk create activities (e.g., tasks or phone calls) for Leads, the system automatically marks the activity as completed if:
    • The regarding Lead is already qualified or disqualified.
    • The activity is created and assigned but not opened, and certain system automation or plugins might auto-complete them.
    • There’s workflow logic or automation (e.g., Power Automate, classic workflows, or real-time plugins) that marks activities complete based on certain conditions.

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