What it is
This feature allows you to delete existing values on companies, leads and activities in bulk by importing them on an excel template.
How it works
To access the bulk update, go to any Bloobirds' list and click on BULK ACTIONS.
Prepare the template
Prepare the list of objects you want to update, you will need to include a column with their Id and the field you want to delete the values from.
Fill in the cells beneath the column you want to delete the values from with #deletevalue.
Once the objects are deleted, they cannot be retrieved, we advise you to make a copy of the values you are going to delete beforehand.
For example, we want to delete SDR that is assigned to a company.
To find out the companies' ID, use the list filters to trim down the companies you want to update.
And then download the list to your computer.
Below the column Id you will find the company's Id.
Upload the template
To to BULK ACTIONS, on any of your Bloobirds' lists and select Import, update or delete objects.
On the Bulk Choose the action you want to carry out: Update existing objects, select the type of object and click on NEXT. For example, lead.
Drag and drop the file and click on CHECK FILE.
If the template is correct, you will get a message saying you are good to go. Click on START UPDATE.
A window will pop up, you can close it.
And you will be redirected to the list of bulk actions where you can check if everything worked well.
Here you can download the files you just uploaded and check any errors by clicking on them.
Please sign in to leave a comment.