Make a mass entry of NEWLY logged calls?

💬 General Discussion
1

Hi - I was hoping to find a way to log calls (new calls that were never scheduled before) to a group of LEAD or CONTACT records all at the same time.

I am aware of the MASS update function; however, I do not see a way where I can make a new logged call entry and then add that call entry to a group of records at once. I’m hoping there is a solution.

Thanks!

2

Hi,
There is no direct way to do it. Mass Update is something else. If you want to save the call logs for different Contacts, you have to add a Separate Call Log entry for each of the Contact.
So no direct way.
Yet if you know coding, then you can do it in minutes.

3

Maybe you can also achieve what you want with a “all records” workflow, then narrowing it down with some conditions.