In WorksIQ CRM you can make bulk updates to companies, contacts, leads and tickets.
This feature is really for things like:
- Reassigning contacts to another user
- Removing leads after an import that went wrong
- Deleting spam emails received via your web forms
This quick video tutorial explains how to use the bulk updates feature:
N.B. To clear a field so it contains no data select —null— in a drop-down field or type the word null in to a text field or date field (this will clear the time too). Please watch the video for an example (starts at 2 minutes 18 seconds).
I hope that helps you get started. If you have any questions then please email firstname.lastname@example.org.
Date: September 12, 2015
Author: Duncan Gillingwater