Bulk Actions in CRM
Modify several records in one go with Sell CRM.
Inperium Sell
Save time and avoid errors by managing multiple records at once
Modifying contacts, companies, and deals one by one is not just tedious; it increases the risk of costly mistakes. That’s why Inperium Sell offers bulk actions: You can manage or update a whole set of records in one go.
Reliably update exactly the records you need
Sometimes you need to make the same update to many different records. For example, you might need to update all deals for a certain product or reassign companies from one rep to another. Manually trying to find the right records and update each one correctly is a recipe for disaster. But Inperium Talk enables you to easily find the specific set of records you need and make changes to them in bulk.
Reach out to multiple contacts in a few clicks
Create a list of contacts who meet certain criteria on the fly and send a separate email to each of them — in just a few clicks. For example, you might want to send an announcement about the release of a new version to all customers who own a particular product. You write the message only once, but the emails are sent individually, so they are less likely to be flagged as spam. Speed up your communications with Inperium Sell!
And even more about bulk actions
Ad-hoc group emails
Maximize your outreach by quickly sending emails to an entire group of contacts.
Flexible filters
Choose exactly the right contacts by filtering on multiple criteria, including both built-in fields and any custom properties you’ve created.
Already using Inperium Sell and looking for additional information about this feature?
View Documentation
FAQ about bulk actions in Sell CRM
What are bulk actions in Inperium Sell CRM?
Bulk actions in Inperium Sell are a way of working with multiple records simultaneously.
What are the benefits of bulk actions?
Inperium Sell’s bulk action function saves you time and help you avoid mistakes by enabling you to update multiple companies, contacts, or deals at once instead of modifying them one at a time.
When are bulk actions most useful?
You can use this Inperium Sell feature any time you need to update multiple deals, contacts, or companies simultaneously. You can also use bulk actions to send the same email message to a group of contacts.
