What it is
This feature allows you to create activities in bulk by importing them on an excel template. Any activity needs to be linked to an existing company and lead.
How it works
To access the activity creation, go to BULK ACTIONS, on any of your Bloobirds' lists.
Before you import your list of activities
Make sure you have imported the companies and leads that you will assign the activity to before importing the activities.
Every activity needs to be assigned to an existing company and lead.
Prepare your activities' template
To assist you with getting organised, we have created a template that you can download and fill in with the lead's data.
You can download it by going to BULK ACTIONS, select Import, update or delete objects.
Choose the action you want to carry out: create, select the objects Activities and click on NEXT.
Then click on download the Excel template file.
Take the template as a guideline this means that you do not need to fill in all columns, only the ones that are mandatory on your lead's profile.
The fields that are mandatory will be marked in orange.
You can also create your own excel file to use as a template, including all the activities mandatory fields.
Link the activity to the company and lead
In addition to this, on the template you will need to have a column named Company, which allows Bloobirds to identify which company the lead will be assigned to.
The column Company needs to be filled in with the Company's ID.
To find out the companies ID download a list of companies to your computer, and you will have the list of the companies' ID.
To make your life easier, before you download the list, you can filter them by status New, Backlog and Delivered for example, or any other field that will trim down the amount of companies.
The companies' ID is on the column Id.
On the template you will need to have a column called Lead associated, which allows Bloobirds to identify which lead the activity will be assigned to.
The column Lead associated needs to be filled with the lead's Id.
To find out the lead's ID download a list of leads to your computer.
Below the column Id you will find the lead's Id.
On this article you will find important general guidelines on how to prepare your data such as the format of phone numbers, dates and most common errors when importing.
Upload the template
Drag and drop the companies' file and click on CHECK FILE.
If the template is correct, you will get a message saying you are good to go. Click on START CREATE.
A window will pop up, you can close it.
And you will be redirected to the list of bulk actions where you can check if everything worked well.
Here you can download the files you just uploaded and check any errors by clicking on them.