Group actions allow you to work with several 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.
Here's a list of available actions:
Create campaign
Use this option to create a CRM marketing campaign for selected CRM elements. Specify what kind of a marketing campaign you want to create - SMS, email, audio call or voice broadcasting.
Add to segment
This option allows adding the selected entities to an existing segment or creating a new one. Then you can use this segment when starting a CRM marketing campaign.
New task
If you select the New task action, a new task creation window will be opened. Selected CRM entities will be bound to the task automatically.
The name of such a task will begin with CRM.
Also, Bitrix24 will automatically create an activity. The person responsible for the task and activity is the same user.
Set status
This action changes the status of all selected entities.
Assign responsible person
The action assigns a selected user as a person responsible for the selected CRM entities.
This option also comes in handy if you have problems with accessing some CRM entities when your company's structure has been changed.
Convert (leads only)
Select this action if you want to convert leads to contacts, companies or deals.
Create call list
This action creates a call list. A new activity will be created.
You can also start calling straight away by clicking the Start dialing button.
You can find the activity in the Calendar section and in the CRM section > More > Activities.
Delete
The action deletes the selected entities.
Deleted entities is stored in the Recycle Bin for 30 days.
Edit
Use this action to quickly edit several entities.
Make public
This action changes the Available to everyone field value.
This field affects the access permissions to an entity. For example, a user with All open access level to leads will have access to the leads for which you select Yes in Available to everyone field.
Update report data
This action updates the report data about the selected entities.
Move to pipeline (deals only)
This action moves the selected deals to the other pipeline.
Include in export (contacts only)
Select Yes to make the selected contacts available for export.
Merge
With this option, you can merge entities.
Add to exceptions
If a deal or a lead was created based on a non-targeted contact or a contact looks like spam, you can manually add such entities to the exception list and CRM system will no longer create a new one based on this data.
