Bulk Actions in Lists

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You’ll find in the lists section a bulk actions bar that will allow you to update the information from the companies, leads, meetings, opportunities, activities and tasks without needing to import the changes.

Click on lists and select any of the objects mentioned before. In this example, we are going to work with companies.

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You'll see all the companies in the prospecting stage.

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One of the new features we offer you is the possibility of filtering the content you want to be displayed. If you click on the object’s name, a picklist will open with your lists and all the ones created before. If you click on one of them, the information displayed will change.

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Finally, the new bulk actions will appear if you select one or several companies. These are:

  • Edit properties.
  • Assign.
  • Change status.
  • Edit Target Market.
  • Resync to your CRM.
  • Delete.

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