Mass action button functions
In every system's module, you can see the button Actions, that allows carrying out mass actions, such as data import, change client information, delete records, etc.
Mass task creation for leads and contacts
Data export and printing
In the system, you can export and print the data. Select Action button and pick the export icon - the system will display export and printing options.
Data import
In the system, you can import data to various modules (Contacts, Leads, Invoice items, etc.). Select the import icon and pick the desired import option.
More information on how to prepare data for import can be found in this article.
Mass task creation for leads and contacts
You can create tasks for leads and contact with the mass action button. The task will be created for selected leads and contacts - go to Actions and pick the create task option.
More information on how to create mass tasks can be found in this article.
Contacts and leads merging
You can merge contact and leads into a one client. When merging contacts, all the previous information remains.
More information on how to merge contacts can be found in this article.
More information on how to merge leads can be found in this article.
Deleting records
To mass delete all the records in the module, select all the records and pick the delete option in Actions.
Mass actions in modules
Mass actions may differ in modules, depending on the qualities it has.
Contacts
With the mass action button in contacts module, you can change:
- Categories;
- Types;
- Assignees;
- Price level groups.
The contact module has two additional functions, allowing the 'Tasker' and MailerLite functions.
- Tasker option - Mark as sync with 'Tasker'.
- MailerLite option - Agree to receive newsletters.
Both options are displayed in the system if their integrations are enabled.
Leads
With the mass action button in leads module, you can change:
- Status;
- Lead source;
- Last contact date;
- Responsible users;
- Add tags.
Tasks
With the mass action button in tasks module, you can change:
- Status;
- Priority;
- Assign or change responsible users;
- Set start, end and due dates;
- Add tags.
Freights
With the mass action button in freights module, you can generate invoice. Select the needed freights and with the mass action button you can generate an invoice.
Opportunities
With the mass action button in opportunities module, you can form mass orders for suppliers. Select the needed opportunities and with the mass action button you can generate mass orders for your suppliers.
The system will forward you to the order creation window with all the invoice items and suppliers under the selected opportunities.
Invoices
With the mass action button in the invoices module, you can send the invoices to your contacts. Select the wanted invoices and with the mass action button, select the mail icon.
Invoice items
With the mass action button in the invoice items, you can:
- Generate different PDF files with goods pictures;
- Generate sales opportunities;
- Create orders from the selected invoice items.
Support
With the mass action button in support module, you can change:
- Status;
- Responsible department;
- Priority;
- Add tags;
- Service;
- Assignees;
- Delete tickets.
