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Assigning task/call to multiple customers

edited Dec 6, 2019 2:35PM in General 2 comments

Is it possible to assign a task or phone call to multiple customers at once?

i.e. If we are attending a trade show in a particular state, to create a scheduled call to all customers in that state for an invitation or similar?  I suppose this could be done by exporting a CSV list of the customers and then importing a CSV for the task or phone call, but this seems tedious. 

Thanks in advance!

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