Bulk Actions on Companies
Scope:To perform bulk actions on companies:
Steps:
- Select the desired number of companies from the list.
- Choose one of the following bulk actions:some text
- Bulk Update: Update any field with the same value for all selected records.
- Bulk Deactivate Companies: If selected, the system will prompt you to confirm whether to deactivate associated deals.
- Bulk Delete Companies: If selected, the system will ask whether to:some text
- Delete associated deals.
- Delete only associated open deals.
Ensure you review and confirm the prompts for associated deals before proceeding with deactivation or deletion.
Select companies in companies List
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click on perform actions
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Select any one of the action available
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Action -Bulk update
- Select a field to update
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- Select a field and give a value to update
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- Click on update
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Bulk action- deactivate
- After selecting deactivate
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- Check if you want to deactivate associated deals
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- Click on deactivate
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Bulk delete
- After clicking bulk delete
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- Check if you want to delete associated deals
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- Check if you want to delete associated open deals i.e., not closed deals win /lost.
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- Click on delete
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