Reschedule or snooze overdue actions (tasks) in bulk

If you have a lot of overdue tasks in your Action Stream, you can reschedule (or snooze) them all in a couple of clicks.


1
Select the appropriate contacts or organizations from any list view within the CRM → in the bulk update menu at the top → click on Date.

snooze crm tasks in bulk

2
In the Date flag select a date and/or time (optional).
  • Select a date or predefined option on the left-hand side to reschedule the actions for another day.
  • Click on Add time to add the appropriate time → hit Enter on your keyboard to save it.
  • reschedule crm tasks in bulk


    Notes:

    • You can only update actions that are assigned to you.
    • See here for further details on why some actions are not updated.
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