Bulk create new deals from existing contacts / companies
One of the main reasons we maintain our company/contacts lists is so we can use it as a database to search for relevant contacts/companies. However, after filtering for these relevant contacts/companies - it is currently not possible to bulk create new deals and add these straight to a pipeline.
The only current way is through an automation journey and using a trigger like 'new activity' to then move across these contacts into the pipeline. But this has its own problems as you can't easily manage which pipeline they, therefore, move into (have to change the automation journey each time) + you are left with a lot of new activities as a bi-product.
It would be invaluable to be able to bulk select contacts / companies and - like you can bulk create an activity - bulk create deals. You have already built the dynamic form on how these can be added in the automation journeys (i.e. 'deal create') - so this could be repurposed.
It, therefore, feels very straight-forward to build the remaining functionality. Essentially, a radio button that appears when multiple contacts/companies are selected, which then opens the dynamic 'deal-create' form when clicked?
Best,
Charlie
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