Linking Pipeline Tasks to Organisations and Contacts
We have created multiple pipelines for our opportunities and projects. This is great as it allows us to quickly create bulk tasks however we have noticed that when creating an opportunity or project there is no option to link the pipeline to an organisation or contact. The opportunity or project can be linked to an organisation or contact however the tasks associated to the pipeline will not appear in the organisation or contact's 'tasks' tab.
On further review I found that it is possible to go into each individual task in the pipeline and link each task with an organisation or contact however with so many tasks in each pipeline this can become very time consuming.
This may be more of a feature request however if there is already a way of linking a pipeline of tasks to an organisation or contact I would appreciate if someone could assist me.