Add ability to notate external activity
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Kyle Rohde
I would like the ability to, en masse via mining, add an activity note when something external has happened. In my most recent example, I used mining to specify criteria for an event invite and then exported the list. Porsche requires that we use their event tool so I had no choice here but I now want the ability to notate that all 425 of the customers I mined were invited, similar to if I'd used DriveCentric's email blast tool. This would be so useful when we have a situation like this, or if we use direct mail, etc. Thanks!
Shelby Parker
Thanks for sharing this, Kyle Rohde — totally hear you on how useful it’d be to log external outreach (like Porsche’s event tool or direct mail) back onto the full mined list, similar to what you get with DriveCentric email blasts. I’m looping this into our review so the team can evaluate the best way to support “bulk activity notes” from mining, and we’ll follow up if we need any additional details from your workflow.
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Kyle Rohde
Shelby Parker You're welcome. Thanks for the quick response! Benjamin in support did point me towards tagging as an alt to that right now, which isn't bad but something in the activity feed would still be best, I think. Appreciate it!