Globally Added Actions

@Austen Brown reposting one of your links as there was a slight typo that meant it doesn't work. The link for the knowledgebase article on globally adding actions should have been:

@Staci Strauss, yes, we enter Actions globally all the time, as most of our non-Development Fundraisers aren't fluent in adding them. You can also later use a Global Change to mark them completed, if you pull them in a unique query grouping (such as Type = Event Phonecall AND Solicitor Name equals Dudley AND Date Added = 2-17-23).

I'm not going to reiterate what Austen has already shared, as far as technical process. I will say though, that if you aren't comfortable with Import, you can still use Global Add to bulk upload a batch of Actions that are similar in nature, even if they have minor differences. It is still much easier to use your Global Add output query to run through a group of already-entered Actions and tweak the Notes, than it is to have to add each Action individually from scratch.