Add Template to Mass Edit
None
I do the same exact mass edit multiple times a week (close CTAs for reps who have left the company). It would be great if I could have a drop down template to show the mass edit criteria i specify. I tried to create a rule to close CTAs for inactive reps but since the CTAs all have different Types and Reasons it does not work.
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Since Mass Edit seems to be based off the same fundamental technology as Reports, it'd be great to have the ability to "Save" the Mass Edits, the same way I can with Reports.
And a different way of reaching the same outcome: update the "Call to Action" Rule Action to be faaar more flexible:
Thanks for posting this idea, totally makes sense. We have added this in our roadmap. ETA to be decided.
Thanks,
Nitisha
Can you check on the link?
Can you clarify?
@Sundar - To maintain visibility of this request, should I create a new entry? Or will you revert the status from implemented to something else.
I'm sure Mass edit would be the right approach for your usecases.
I see this is pretty stale and the link to the separate feature request is dead. Is this still under consideration? I recreate the same mass edit to move CTAs when orgs are reassigned. Open to other ideas if this request has reached a dead end, though.
The ability to save the configuration gets two from me
+1,000!
Putting this on your radar@mpatra