Save time with improved Bulk Updates
Managing a large number of contacts can be a daunting task. We know that you’d much rather be selling to your contacts than updating their profiles – it is what you do best after all! At OnePageCRM, we’re focusing on keeping the admin to a minimum by adding improved functionality to our Bulk Updates tool.
We’ve already implemented a Bulk Update feature to speed up managing multiple contacts. What about those cases when you’ve collected hundreds or thousands of leads on a good day at a trade show and you need to update all of them quickly? With a new ‘Select all contacts feature in bulk panel’ we’ve decreased the selection process to a single click. That means more time for making sales calls!
How does the Bulk Updates tool work?
- Choose your filter e.g. team stream, lead source, tags, status or a custom filter that you wish to update
- Using bulk selector select all visible contacts on a page
- Click on a blue link to select all contacts matching that filter
- Apply your change as planned and that’s it! We will show you a progress bar to monitor the process
Not currently a OnePageCRM customer and interested in trialing this feature and more? Sign up for a free 21 day evaluation and see how our Next Action sales method can help you Get Sales Done!