01-06-2014 09:37 AM
I have identified and marked 45 records in my Act DB for which I wish to clear the activities. These represent the contacts in a certain area I am turning over to another salesperson. I have not been able to figure out any efficient way to clear those activities....only one at a time. If I go to the task list, those activities are not only mixed in with all the other activities, there is no column available to cross-identify those records.
This should definitely be possible in any good relational database. Any ideas?
01-06-2014 09:40 AM
Use the Task List, sory by the "Schedule With" column. If you don't see it, customize the columns (Right Click - Customize Columns) and add it.
01-06-2014 09:49 AM - edited 01-06-2014 09:50 AM
That column is present, but I don't see how that helps me identify those prospects in the given area. Most of those prospects have no contact person listed, and the few that do, I still can't easily correlate to the territory.
01-06-2014 09:52 AM
Sorry, I read your post too fast. Try taking the lookup of contacts and put them in a group. Then, on the group's activities tab, select all of the activities, and clear/erase them from there.