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Group actions in CRM

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.

Note! Changing a lot of items puts a heavy load on the database. So we display a maximum of 100 values in the list. Despite the fact that changes can be applied to all items at once, it will not be possible to edit more than 200-300 entities at a time.

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.

This option is available in leads, contacts and companies.
Read more in the article: What is CRM Marketing.

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.

This option is available in leads, contacts and companies.
Read more in the article - Customer segments.

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.

Read more in the article - Create a task.

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.

Read more information in the article: CRM Activities.

Set status

This action changes the status of all selected entities.

This option is available in leads and deals.
Read more in the article - Statuses and dropdowns.

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.

Read more in the article - Access Permissions in CRM.

Convert (leads only)

Select this action if you want to convert leads to contacts, companies or deals.

Read more in the article - Convert leads.

Create call list

This action creates a call list. A new activity will be created.

Read more in the article - Automatic Dialer.

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 items are not added to analytical reports, so be careful when deleting CRM entities. For example, delete only those entities that were created by mistake.

Deleted entities is stored in the Recycle Bin for 30 days.

Read more information in the article: CRM Recycle Bin.

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.

Read more in the article - Access Permissions in CRM.

Update report data

This action updates the report data about the selected entities.

This option is available in leads and deals.

Move to pipeline (deals only)

This action moves the selected deals to the other pipeline.

Read more in the article - Move deals between pipelines.

Include in export (contacts only)

Select Yes to make the selected contacts available for export.

Read more in the article - Export CRM data.

Merge

With this option, you can merge entities.

Read more information in the articles:

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.

The option is only available in deals and leads.
Read more information in the article: Exceptions.
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