AnsweredAssumed Answered

Mass adding notes or phone calls?

Question asked by Kayla Ebert on Aug 3, 2018
Latest reply on Aug 3, 2018 by Kayla Ebert

Need case: A sales rep hosts a meeting on GoToWebinar and 50 people join. The sales rep is required to document attendance with a note in Sugar for each person that attended.

 

Adding 50 notes manually in Sugar is a pain. 

 

Has anyone found an easy way to mass upload notes (or phone calls) to Sugar?

 

Thank you!

 

(Please note that we are not on prem)

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