Bulk creation lets you efficiently schedule activities for several companies in a single operation. It is ideal for regular campaigns (calls, visits, tasks) involving several companies.
Steps to create events in bulk
Select the companies concerned
On the Companies page, tick the boxes to the left of the companies you want to schedule events for.
Use the advanced filters to find the companies to target (date of last form, low DN (numeric distribution), zip code, etc.)
Click "Create events"
The button is at the bottom of the page
Configure the events
Event type: Choose between calls, visits, tasks, etc.
Activity days: Set the specific days on which the event should be scheduled.
Start date and interval: Schedule the date of the first event and how often the following events recur.
Preview and finalize
Check the preview calendar to make sure there are no overlaps.
Click Generate to create all the events.
FAQ
1. Can an event be linked to several companies?
No, each event is linked to a single company. Bulk creation generates a separate event for each selected company.
2. How do I edit an event after it has been created?
From the calendar or the list of events, click the event to access the editing options.
3. What types of events can I create?
Sidely lets you create visits, calls, tasks, deliveries or any other custom event.