Group Multiple Contacts into one Task?

Ask a question
1

I have businesses loaded into my account that have multiple people in the organization. I want to set reminders to follow up with everyone in the organization (at the same time) but when I get the reminders to my email it is by the person not by the business. I would like to group say Mike, Sally and Deb under Round Space Foundation instead of Mike, Sally and Deb’s task to email them being separated.

Anyone know a workaround or if this is possible?

Much appreciated!

1 Like
2

Hello!
You can make use of the Accounts feature that groups contacts under the same umbrella (account) it can work well for this use case. Please learn more here: Getting Started with Accounts

ActiveCampaign Customer Experience Team.