The List View - Bulk Operations Follow

Along with bulk delete, update, and export options, Salesmate also lets you perform bulk operations for merging records and sending bulk emails to contacts from the grid itself. Also, filter your records and customize your views by choosing your field columns.

To access the Bulk operations,

• Navigate to any Module(Contact/ Company/ Activities/ Deal/ Custom Module/ Product) from the left sidebar.
• You will be directed to the List View
• Here, you can select individual contacts or select all Contacts to perform the Bulk Operations

Available Bulk Operations,

• Bulk Email
• Enroll/ Unroll to Sequence
• Bulk Activities
• Bulk Update
• Add/ Remove from the List
• Bulk Export
• Merge
• Bulk Delete

Bulk Email

• Hit the Email button. Learn More

Enroll/ Unroll to Sequence

• Hit Sequence option
• You can,
  • Enroll the records to the Sequence 
  • Unroll the records from the Sequence

Bulk Activities

• Select the Add Activities option

Bulk Update:

• Hit the Update button

• Select the field you wish to Update

Add/ Remove from the List

• Hit on the List option
• You can,
  • Add Contacts to the List
  • Remove Contacts from the List

Bulk Export:

• Hit the Export button

• The selected records will be exported in a CSV file
• A maximum of 1000 records can be exported at a time.

Merge

• Select the Merge option. Learn More
• Select the records you want to merge (Max 3 )

Bulk Delete

• Select the Delete option. Learn More