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Conga Support

Batch Add

Use the Batch Add action to add Tasks, Notes, Chatter Messages, and other items to selected records. This is a convenient way to update multiple records with the same information. 

Here are some examples:

  • Add a Task to selected Leads.
  • Add multiple Users to a permission set.
  • Assign licenses to multiple Users.
  • Add Follow Records to keep track of selected records in order to receive Chatter Notifications about updates about them.

The options in the Batch Add menu vary, depending on the object that you are currently viewing.

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