We're building out a workflow for importing a large list of leads at once. When we import a list of leads we can apply a tag, edit a campaign, etc., but we also would like to be able to apply a pre-configured activity plan to the leads that we're importing.
I do not see a way to bulk-apply an activity plan to leads. Even if we import leads with a campaign set - like "New Oxford Campaign" - and then go to the list view and filter to select all of the leads under this campaign, we cannot then bulk-apply an activity plan to all selected leads.
Is there a way to create a method for this? Add a button to the user interface? I also do not see this as an option when trying to create an automation.
Any help is hugely appreciated!