How to Mass Add a Task

This video shows how to mass add a task to multiple leads in the CRM. It walks you through selecting the leads, using the mass actions menu to choose a task action, entering details for the task, and confirming it was added to those leads.

Step‑by‑Step Instructions

1. Log into the CRM: Open your CRM and enter your login credentials to access the dashboard.
2. Select your leads: On the main leads list, click the checkbox next to the first lead you want to add a task for. To select multiple leads, click additional checkboxes or click the top checkbox to select all visible leads.
3. Open Apply Actions: At the top of the page, click on Apply Actions to open the mass actions menu.
4. Choose “Mass Add Task”: From the dropdown, select the option labelled Mass Add Task 
5. Enter task details: In the pop‑up screen that appears, fill in the task details. This typically includes:
   • Task title
   • Description or notes
   • Due date
   • Priority level (if available)
   • Any additional fields required by your CRM
6. Save the task: After entering all task information, click Save or Done in the pop‑up window.
7. Confirm the action: The CRM will show a notification once the mass task addition is complete.
8. Verify on individual leads: Open a lead profile that was included in the selection, go to the Tasks or To Do section, and confirm the new task appears there.