Method Community

After importing a large list of leads I would like to filter down to a smaller list of 40 leads and schedule an outgoing phone call activity on a certain day and assign it to a user, then schedule the next 40 an outgoing phone call on the next day again to a user and so on.

Is there a feature in Method that allows me to schedule activities for the filtered leads, or if not is it possible to import activities, or do I need to add activities one at a time?

Hi Wayne,

You can accomplish this using the List Builder. Essentially, the list builder allows you to generate a list of customers, leads or both and perform a mass action on the list. This includes generating an activity for all contacts or selected contacts in the list. Take a look at the documentation that I linked and consider watching the tutorial videos at the bottom.

If you have any follow up questions, just post back and I’ll be happy to clarify. I hope this helps.

-Audisho