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!
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.