Within LineLeader Enroll, you have the ability to generate a group of tasks across leads, assigned to a specific user position.
Go to the Families table and curate a list of leads you would like to bulk assign tasks to
Once you have the list of leads you are looking to assign a task to, click on Group Action
Under Group Action, you will see "Add Tasks"
When “Add Tasks” is selected, you will see a modal that asks you to
Select the task type you are looking to assign
Select the user role you are looking to assign the task to
Enter a description of the task
Confirm the time that the task is due
If desired, set reminders
Once you click "Save", you will see a prompt indicating how many tasks are going to be added. When the system finishes creating those tasks, you will get an email sent confirming.
