Bulk Actions on Companies

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.

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Select companies in companies List

click on perform actions

Select any one of the action available

Action -Bulk update

•  Select a field to update

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• Select a field and give a value to update

• Click on update

 Bulk action- deactivate

• After selecting deactivate

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• Check if you want to deactivate associated deals

• Click on deactivate

Bulk delete

• After clicking bulk delete

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• Check if you want to delete associated deals

• Check if you want to delete associated open deals i.e., not closed deals win /lost.

• Click on delete

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