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Jun 7, 2021, 6:46 PM

Is there a way to assign a task or reminder (a followup for example) to multiple Opportunities, in the Opportunities object list?

If not, what is a workaround?

2 answers

Lakhan Meghani (Cube84)
Jun 7, 2021, 7:46 PM
Hi Ashley,

I think mass quick action works here. So from list view of Opportunity, you can select and create task

Refer this-

https://www.asagarwal.com/how-to-set-up-mass-quick-action-in-salesforce/

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