[Bulk Action] Apply Automation to All Templates at once
A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.
6
votes
Lindsay Kearney
shared this idea
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Katherine Sassine commented
This would make our lives much much easier. Especially as we have multiple templates for our fee proposals, so it is a real pain having to create individual automations to each template. This is actualy painful when realising it I have to select each individual template AND if its won/declined in Pipedrive as well. So not only do I have to apply it to each template, I have to do it TWICE. and I can't duplicate the automation either.