Matrix Support

List Builder - Add Activity

You can add an activity to an account or contact that is within a List. From the menu option for Lists, select List Builder. From within the List Builder window, click Run the on the list that you want to work with. Check the box or boxes next to the account or contact you would like to add an activity to. Then click the Mass Actions button and select Add an Activity

When adding an activity to multiple accounts or contacts, you will be presented with one Add an Activity window.  All activities that are added are marked with the  name of the salesperson currently completing the action. The status will be automatically set to complete.  These  activities are not eligible to be added to your calendar as an appointment.  Once you have entered the activity information, hit add activities and all activities will be added to the selected accounts or contacts.

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