Working in the CRM
Bulk actions
Tick the box on any rows, or the box in a group's header to select the whole group, and a bar appears at the bottom of the board. Everything on it applies to every selected row at once.
See it instead of reading it. The CRM board: a 3-minute guided tour on a sample board.
| Action | Does |
|---|---|
| Update | Set one column to one value on every selected row, for example Status to Contacted |
| Mass email | Send each person their own personalised message (see Email) |
| Duplicate | Copy the rows |
| Copy | Copy the rows to the clipboard, ready to paste into a spreadsheet |
| Export | Download the rows as a CSV file |
| Archive | Take the rows off the board without deleting them (see Archive and restore) |
| Delete | Remove the rows permanently |
| Convert | Create the rows as new records on another board, such as leads into deals. The originals are archived. |
| Move to | Move the rows to another group, on this board or another one |
| AI | Ask the assistant about, or to act on, exactly these rows |
Clear the selection with the ✕ at the right of the bar.