Salesmate gives you the option to perform bulk operations like updating and deleting the activities from the list view. Also, filter your records and customize your views by choosing your own field columns.
Topics Covered:
Bulk Update:
- To update activities in bulk from the list view, select the records you wish to perform the bulk operation on OR select all records at once and click the bulk select icon in the top left-hand corner of the screen
- Click on the Update button at the top
- Select the field from the list you wish to update for the selected activities.
Bulk Export:
- Click on the export button available at the top to download the CSV file of the activities with the data available on the list view page.
Start Queue:
- Select the Activities
- Click on the Start Queue option
Bulk delete:
- Select the Activities
- Click on the Delete button
- Confirm to continue to delete the Activities
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