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Export list of overdue tasks for deals

  • November 11, 2024
  • 1 reply
  • 573 views
F

Hello everyone,
I need to create a list of overdue tasks for a specific stage and pipeline. I’ve searched all over ActiveCampaign for that filter but can’t find it. I only see options to filter by task type, or I can view them in the stage, but I can’t export or move them in bulk.

Is there something I might have missed? Is it possible to do this?
Many thanks in advance!

1 reply

M

Hi @fabiomaccagnanmetho3 - Marissa here from the ActiveCampaign Customer Experience team.

I have made you a quick video in my test account of the different filters available to search deal tasks: Zight Recording 2024-11-11 ...

You may be able to tag contacts in a certain stage of a pipeline, and then use the “tag” filter from the video above. Let me know if that option would work for you.

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