Group actions allow you to work with various list items at once. For example, you can quickly convert five leads into deals, change the responsible person of several companies, create a mailing list, and much more.
Group actions are available for all lists in all CRM entities. The panel with group actions will become available as soon as you select at least a couple of items from the list.
Enable For all option to apply an action to all items, including those existing on other pages.
See the table below to learn more about available actions.
Action | Description | Entities |
---|---|---|
Create campaign |
Allows you to create a new marketing campaign. Specify the preferred type of campaign: SMS, email, audio call, or voice broadcasting. The system will put selected entities into its recipient segment. Learn more about Marketing in Bitrix24 |
Leads, contacts, companies |
Add to segment |
Allows you to add selected entities to an existing segment or create a new one. Then you can choose this segment when starting a marketing campaign. Learn more about customer segments |
Leads, contacts, companies |
New task |
Allows you to create a task bound to selected CRM entities. Its default name begins with CRM. After you add a task, Bitrix24 will create activities accordingly. The same user will be responsible for the task and related activities. Learn how to create tasks |
Leads, deals, contacts, companies, estimates |
Set stage |
Allows you to move selected entities to another stage. Learn how to configure stages |
Leads and deals |
Assign responsible person |
Allows you to select another responsible person for selected items. Use this option to relieve an employee or adjust access after changing your company's structure. Learn more about access permissions in CRM |
Leads, deals, contacts, companies, estimates |
Convert |
Allows you to convert selected leads to contacts, companies, and/or deals. Learn how to convert leads |
Leads |
Create call list |
Allows you to create a call list for selected CRM entities. It is added as a new activity in CRM. Also, you can start calling right away by clicking the Start dialing button. Learn how to use the automatic dialer |
Leads, deals, contacts, companies, estimates |
Delete |
Removes selected CRM entities. They will be stored in the Recycle Bin for 30 days. Note that deleted items are not added to analytical reports, so be careful when deleting entities. For example, delete only those entities that were created by mistake. Learn more about CRM Recycle Bin |
All |
Edit | Allows you to quickly edit different field values for several CRM entities. | Leads, deals, contacts, companies, estimates |
Make public |
Changes the Available to everyone field value, which affects access to selected entities. For example, you make some leads public, and a user can see them when they have the All open access level in leads. Learn more about access permissions in CRM |
Leads, deals, contacts, companies, estimates |
Update report data | Updates the report data about selected CRM entities. | Leads and deals |
Move to pipeline |
Moves selected deals to another pipeline. Learn how to move deals between pipelines |
Deals |
Include in export |
Makes selected contacts available for export. Select Yes after choosing this option to apply the changes. Learn how to export CRM data |
Contacts |
Merge |
Merges selected CRM entities. Learn how to merge deals Learn how to merge contacts and companies |
Leads, deals, contacts, companies |
Add to exceptions |
Adds selected entities to the exception list. If a deal or a lead is created from a non-targeted contact or one that appears to be spam, you can mark it as an exception. CRM will no longer create leads or deals based on this data. Learn more about exceptions in CRM |
Leads and deals |