Group actions in CRM allow you to work with several entities at the same time: convert leads into deals, change the responsible person in several forms or launch an email campaign.
To perform a group action:
- Switch to the List view
- Check the required items
- Select an action
- To apply the action to all list items even on other pages, enable the For all option.
- Click the Apply button
Types of group actions
Delete. Deleted entities are not included in the analytic reports, so delete them only if they were created by mistake Deleted items will be stored in the CRM Recycle Bin for 30 days.
Edit. The option allows you to edit several entities.
Create newsletter. You can send a newsletter by email, SMS and as an audio and info call. You can create a newsletter in leads, contacts and companies.
Add to segment. A segment is a group of customers united by common characteristics: age, place of residence, purchased products. Segments are used for marketing mailings. You can add items to a new or an existing segment. You can create a segment in leads, contacts and companies.
Add task. When you set a task for several entities, a task is created where the CRM field will contain links to the selected items. Bitrix24 will add the task to the timeline of each item as a new activity.
Create a task
Add activities in CRM
Change stage. This action will move items from one stage to another. You can change the stage in leads and deals.
Move to pipeline. Sales pipelines are a set of stages in the kanban to work with deals. You can change the pipeline for several deals at the same time.
Change responsible person. If the employee cannot see his/her items, select all items of this employee and reassign him/her as responsible person.
Access problems after editing the company structure
Generate. The option allows you to convert selected leads to other CRM entities: deals, contacts and companies.
Create CRM entities from source
Schedule bulk dialing. You can use this option to create a list of contacts. Call them at once or schedule the dialing for another time. You can switch from one call to the next with the easy-to-use interface of the call form.
Make public. You can change the value of the Available to all field. This field affects the level of access to the entity.
Update dashboard date. Use this action to resave items and update their information in CRM reports. You can update data in leads and deals.
Included in export. You can export contacts only if the Included in export option is enabled in the entity form.
Merge. You can merge several items into one. If there is no conflicting information in the forms, CRM will merge them automatically.
Merge leads, contacts and companies manually
Merge deals
Add to exceptions. If a deal or alead is untargeted, add it to the exception list. CRM will not create new items based on this data.
In SPA, the available actions depend on the source data. For example, you can move items between pipelines if the pipelines have been created.
In brief
-
- Group actions in CRM allow you to work with several entities at the same time: convert leads into deals, change the responsible person in several forms or launch an email campaign.
- Switch to the List view to apply group actions.
Jina Martischnig
November 11, 2024Hello very nice site!! Guy .. Beautiful .. Amazing .. I will bookmark your site and take the feeds additionally…I am happy to seek out numerous useful info right here within the publish, we need develop more techniques on this regard, thank you for sharing.
Punta del Este Real Estate
November 16, 2024I have been browsing online more than three hours today, yet I never discovered any interesting article like yours. It is lovely worth enough for me. In my opinion, if all webmasters and bloggers made excellent content as you probably did, the net will probably be much more helpful than ever before. “It’s all right to have butterflies in your stomach. Just get them to fly in formation.” by Dr. Rob Gilbert.
Compare top crypto trading platforms
November 19, 2024Great post and right to the point. I am not sure if this is really the best place to ask but do you folks have any thoughts on where to get some professional writers? Thx 🙂
Ammie Gransberry
December 11, 2024Very interesting subject , thanks for posting.
GU10 LED bulb
December 13, 2024Enjoyed looking through this, very good stuff, appreciate it.
NBA streams Reddit alternative
December 16, 2024I got what you mean , thanks for posting.Woh I am lucky to find this website through google.
Boxing live streaming
December 16, 2024You made some good points there. I did a search on the topic and found most guys will consent with your blog.
CBD Buds Deutschland
December 29, 2024you have a great blog here! would you like to make some invite posts on my blog?
australian web hosting
January 9, 2025As a Newbie, I am continuously exploring online for articles that can be of assistance to me. Thank you
gullybet online
January 19, 2025I’m really loving the theme/design of your web site. Do you ever run into any web browser compatibility problems? A small number of my blog audience have complained about my site not working correctly in Explorer but looks great in Firefox. Do you have any suggestions to help fix this issue?
{bookkeeping near me|bookkeeping services|bookkeeping support
January 19, 2025I want to express my thanks to this writer for bailing me out of this type of issue. Just after scouting through the the web and finding recommendations which are not productive, I assumed my life was gone. Being alive minus the approaches to the issues you’ve solved as a result of your main guide is a critical case, as well as ones that would have badly affected my career if I hadn’t noticed the website. The know-how and kindness in touching everything was valuable. I don’t know what I would have done if I had not encountered such a subject like this. It’s possible to at this moment relish my future. Thank you so much for this impressive and sensible help. I won’t think twice to propose your web sites to anyone who wants and needs guidelines about this situation.
$MGMEL
January 25, 2025Woah! I’m really loving the template/theme of this website. It’s simple, yet effective. A lot of times it’s challenging to get that “perfect balance” between usability and visual appeal. I must say that you’ve done a awesome job with this. Also, the blog loads super quick for me on Internet explorer. Outstanding Blog!
Premier Pools Tallahassee
February 18, 2025Thank you for the sensible critique. Me & my neighbor were just preparing to do some research on this. We got a grab a book from our area library but I think I learned more clear from this post. I am very glad to see such magnificent info being shared freely out there.
Hunter Asturias
March 4, 2025Hi, I think your site might be having browser compatibility issues. When I look at your website in Safari, it looks fine but when opening in Internet Explorer, it has some overlapping. I just wanted to give you a quick heads up! Other then that, fantastic blog!
Primebiome review
March 15, 2025I’m so happy to read this. This is the kind of manual that needs to be given and not the accidental misinformation that’s at the other blogs. Appreciate your sharing this greatest doc.
Purdentix
March 15, 2025Purdentix
Purdentix review
March 15, 2025Purdentix
Purdentix review
March 15, 2025Purdentix reviews
Purdentix
March 15, 2025Purdentix review
Purdentix
March 15, 2025Purdentix
Purdentix
March 15, 2025Purdentix review
Purdentix reviews
March 15, 2025Purdentix review
Purdentix review
March 15, 2025Purdentix
Aqua sculpt
March 15, 2025I’m really impressed by the speed and responsiveness.
Aquasculpt review
March 15, 2025I’m really impressed by the speed and responsiveness.
Aqua sculpt review
March 16, 2025It provides an excellent user experience from start to finish.
Aqua sculpt
March 16, 2025The layout is visually appealing and very functional.
Aquasculpt review
March 16, 2025A perfect blend of aesthetics and functionality makes browsing a pleasure.
Aquasculpt reviews
March 16, 2025This website is amazing, with a clean design and easy navigation.
Aqua sculpt reviews
March 16, 2025The design and usability are top-notch, making everything flow smoothly.
Aquasculpt
March 16, 2025It provides an excellent user experience from start to finish.
Aquasculpt reviews
March 16, 2025This site truly stands out as a great example of quality web design and performance.
Aquasculpt
March 16, 2025The design and usability are top-notch, making everything flow smoothly.
Aqua sculpt reviews
March 16, 2025The content is well-organized and highly informative.
Aqua sculpt reviews
March 16, 2025I’m really impressed by the speed and responsiveness.
Aqua sculpt
March 16, 2025A perfect blend of aesthetics and functionality makes browsing a pleasure.
Aquasculpt reviews
March 16, 2025The layout is visually appealing and very functional.
Aquasculpt review
March 16, 2025The content is well-organized and highly informative.
Mitolyn review
March 17, 2025The layout is visually appealing and very functional.
Mitolyn
March 17, 2025I love how user-friendly and intuitive everything feels.
Mitolyn reviews
March 17, 2025The content is engaging and well-structured, keeping visitors interested.
Mitolyn review
March 17, 2025The content is well-organized and highly informative.
Natural mounjaro recipe for weight loss
March 17, 2025The content is engaging and well-structured, keeping visitors interested.
AQUA SCULPT REVIEWS
March 17, 2025AQUA SCULPT
Mitolyn review
March 17, 2025The design and usability are top-notch, making everything flow smoothly.
Natural mounjaro
March 17, 2025The layout is visually appealing and very functional.
Natural mounjaro recipe for weight loss
March 17, 2025A perfect blend of aesthetics and functionality makes browsing a pleasure.
Mitolyn
March 17, 2025I’m really impressed by the speed and responsiveness.
Natural mounjaro
March 17, 2025A perfect blend of aesthetics and functionality makes browsing a pleasure.
Natural mounjaro recipe for weight loss
March 17, 2025I love how user-friendly and intuitive everything feels.
Natural mounjaro
March 17, 2025It provides an excellent user experience from start to finish.
Natural mounjaro recipe
March 17, 2025I love how user-friendly and intuitive everything feels.
Mitolyn
March 17, 2025A perfect blend of aesthetics and functionality makes browsing a pleasure.
Mitolyn reviews
March 17, 2025The layout is visually appealing and very functional.
Mitolyn review
March 17, 2025It provides an excellent user experience from start to finish.
Natural mounjaro recipe
March 18, 2025The content is engaging and well-structured, keeping visitors interested.
Natural mounjaro
March 18, 2025The design and usability are top-notch, making everything flow smoothly.
Natural mounjaro recipe
March 18, 2025The layout is visually appealing and very functional.
Mitolyn
March 18, 2025This site truly stands out as a great example of quality web design and performance.
Natural mounjaro
March 18, 2025The content is engaging and well-structured, keeping visitors interested.
Natural mounjaro
March 18, 2025The content is engaging and well-structured, keeping visitors interested.
Natural mounjaro recipe
March 18, 2025The design and usability are top-notch, making everything flow smoothly.
Mitolyn reviews
March 18, 2025The design and usability are top-notch, making everything flow smoothly.
Mitolyn reviews
March 18, 2025I’m really impressed by the speed and responsiveness.
Mitolyn reviews
March 18, 2025The content is well-organized and highly informative.
Natural mounjaro
March 18, 2025I’m really impressed by the speed and responsiveness.
Mitolyn review
March 18, 2025The design and usability are top-notch, making everything flow smoothly.
Mitolyn reviews
March 18, 2025The content is engaging and well-structured, keeping visitors interested.
Mitolyn reviews
March 18, 2025I love how user-friendly and intuitive everything feels.
Natural mounjaro
March 18, 2025This site truly stands out as a great example of quality web design and performance.
ICE WATER HACK
March 18, 2025ICE WATER HACK FOR WEIGHT LOSS
Natural mounjaro
March 19, 2025This website is amazing, with a clean design and easy navigation.
Natural mounjaro recipe
March 19, 2025The layout is visually appealing and very functional.
Nitric boost ultra reviews
March 19, 2025The layout is visually appealing and very functional.
Salt trick for man
March 19, 2025The content is engaging and well-structured, keeping visitors interested.
Salt Trick
March 20, 2025This website is amazing, with a clean design and easy navigation.
Aqua Sculpt
March 20, 2025A perfect blend of aesthetics and functionality makes browsing a pleasure.
AppaNail
March 20, 2025The content is engaging and well-structured, keeping visitors interested.
Appa Nail review
March 21, 2025I love how user-friendly and intuitive everything feels.
Appa Nail review
March 21, 2025It provides an excellent user experience from start to finish.
AppaNail reviews
March 21, 2025It provides an excellent user experience from start to finish.
Purdentix reviews
March 21, 2025The content is well-organized and highly informative.
Purdentix reviews
March 22, 2025It provides an excellent user experience from start to finish.
Purdentix reviews
March 22, 2025The design and usability are top-notch, making everything flow smoothly.
prime biome review
March 23, 2025Christopher Nolan’s storytelling is always mind-blowing. Every movie feels like a masterpiece, and the way he plays with time and perception is just genius.
prime biome review
March 24, 2025Every expert was once a beginner. Keep pushing forward, and one day, you’ll look back and see how far you’ve come. Progress is always happening, even when it doesn’t feel like it.
primebiome review
March 24, 2025Nothing beats homemade pasta. The texture and flavor are just on another level compared to store-bought versions. Cooking from scratch is truly an art.
primebiome review
March 24, 2025Open-world games are the best! Nothing beats the feeling of total freedom, exploring vast landscapes, and creating your own adventure.
primebiome
March 24, 2025Every expert was once a beginner. Keep pushing forward, and one day, you’ll look back and see how far you’ve come. Progress is always happening, even when it doesn’t feel like it.
menbehealth.wordpress.com
March 27, 2025Excellent goods from you, man. I have take note your stufff
previous to aand you are just extremely wonderful. I actually like what you have bought here, really like what
you are sying and the way in which wherein you say it. You make it entertaining and
you still tzke caree of to stay itt wise. I can’t wait to
learn much moree from you. That is really a terrific website. https://menbehealth.Wordpress.com/
Carole Nabours
March 27, 2025I love the travel hacks you shared—super useful!gambling
Andre Antolik
March 27, 2025How do you see AI shaping content creation in the future?gambling
expert in research papers
April 1, 2025In fact when someone doesn’t be aware of afterward its
up to othesr viewers that tthey will assist, so here it occurs. https://Holisticrecruiters.uk/employer/skilled-academic-writer/
ICE WATER HACK FOR WEIGHT LOSS
April 4, 2025Man is said to seek happiness above all else, but what if true happiness comes only when we stop searching for it? It is like trying to catch the wind with our hands—the harder we try, the more it slips through our fingers. Perhaps happiness is not a destination but a state of allowing, of surrendering to the present and realizing that we already have everything we need.
Ice water hack diet
April 4, 2025The cosmos is said to be an ordered place, ruled by laws and principles, yet within that order exists chaos, unpredictability, and the unexpected. Perhaps true balance is not about eliminating chaos but embracing it, learning to see the beauty in disorder, the harmony within the unpredictable. Maybe to truly understand the universe, we must stop trying to control it and simply become one with its rhythm.
Salt trick to stay hard
April 5, 2025Man is said to seek happiness above all else, but what if true happiness comes only when we stop searching for it? It is like trying to catch the wind with our hands—the harder we try, the more it slips through our fingers. Perhaps happiness is not a destination but a state of allowing, of surrendering to the present and realizing that we already have everything we need.
Natural mounjaro recipe
April 6, 2025Virtue, they say, lies in the middle, but who among us can truly say where the middle is? Is it a fixed point, or does it shift with time, perception, and context? Perhaps the middle is not a place but a way of moving, a constant balancing act between excess and deficiency. Maybe to be virtuous is not to reach the middle but to dance around it with grace.
Mitolyn
April 6, 2025Time is often called the soul of motion, the great measure of change, but what if it is merely an illusion? What if we are not moving forward but simply circling the same points, like the smoke from a burning fire, curling back onto itself, repeating patterns we fail to recognize? Maybe the past and future are just two sides of the same moment, and all we ever have is now.
ICE WATER HACK
April 7, 2025Friendship, some say, is a single soul residing in two bodies, but why limit it to two? What if friendship is more like a great, endless web, where each connection strengthens the whole? Maybe we are not separate beings at all, but parts of one vast consciousness, reaching out through the illusion of individuality to recognize itself in another.
ICE WATER HACK
April 7, 2025If everything in this universe has a cause, then surely the cause of my hunger must be the divine order of things aligning to guide me toward the ultimate pleasure of a well-timed meal. Could it be that desire itself is a cosmic signal, a way for nature to communicate with us, pushing us toward the fulfillment of our potential? Perhaps the true philosopher is not the one who ignores his desires, but the one who understands their deeper meaning.
Mitolyn reviews
April 7, 2025Time is often called the soul of motion, the great measure of change, but what if it is merely an illusion? What if we are not moving forward but simply circling the same points, like the smoke from a burning fire, curling back onto itself, repeating patterns we fail to recognize? Maybe the past and future are just two sides of the same moment, and all we ever have is now.
primebiome reviews
April 7, 2025The cosmos is said to be an ordered place, ruled by laws and principles, yet within that order exists chaos, unpredictability, and the unexpected. Perhaps true balance is not about eliminating chaos but embracing it, learning to see the beauty in disorder, the harmony within the unpredictable. Maybe to truly understand the universe, we must stop trying to control it and simply become one with its rhythm.
Aquasculpt
April 7, 2025The potential within all things is a mystery that fascinates me endlessly. A tiny seed already contains within it the entire blueprint of a towering tree, waiting for the right moment to emerge. Does the seed know what it will become? Do we? Or are we all simply waiting for the right conditions to awaken into what we have always been destined to be?
residential park homes for sale
April 8, 2025I got what you intend, thanks for putting up.Woh I am glad to find this website through google. “I would rather be a coward than brave because people hurt you when you are brave.” by E. M. Forster.
BEASTFORCE REVIEWS
April 10, 2025If everything in this universe has a cause, then surely the cause of my hunger must be the divine order of things aligning to guide me toward the ultimate pleasure of a well-timed meal. Could it be that desire itself is a cosmic signal, a way for nature to communicate with us, pushing us toward the fulfillment of our potential? Perhaps the true philosopher is not the one who ignores his desires, but the one who understands their deeper meaning.
BEAST FORCE REVIEW
April 12, 2025The cosmos is said to be an ordered place, ruled by laws and principles, yet within that order exists chaos, unpredictability, and the unexpected. Perhaps true balance is not about eliminating chaos but embracing it, learning to see the beauty in disorder, the harmony within the unpredictable. Maybe to truly understand the universe, we must stop trying to control it and simply become one with its rhythm.
Sean Palk
April 14, 2025I’d must examine with you here. Which isn’t one thing I usually do! I take pleasure in studying a put up that will make individuals think. Additionally, thanks for permitting me to remark!
Elder Law Attorneys
April 19, 2025Understanding medicaid qualification fundamentals is essential for proper planning. Our attorneys provide comprehensive guidance.
static caravans for sale
April 19, 2025I absolutely love your blog and find nearly all of your post’s to be just what I’m looking for. Do you offer guest writers to write content to suit your needs? I wouldn’t mind composing a post or elaborating on a few of the subjects you write related to here. Again, awesome site!