Skip to main content

Add multiple companies to one interaction

  • February 27, 2024
  • 1 reply
  • 17 views

Forum|alt.badge.img

Good day fellow AT'ers

I can copy paste multiple company names into an empty field of 'companies' in the interactions table.

The result is that AT will add for every company a new interaction. For example, if I paste 3 companies, AT will add 3 new records of new interactions.

This is great, but what if I want to add the 3 companies automatically into the field? I can do it manually, but if there are too much companies this is not feasable.

1 reply

TheTimeSavingCo
Forum|alt.badge.img+31

Hm, may I know what difficulties you faced attempting to use an automation for this?