Important Note: Currently, you can perform bulk actions only in the table view Click here to go to Table view
How does this work?
You can update deal information or remove companies from Deal Flow CRM in bulk.
Select the companies by clicking on the check box next to the company name
Once your selections are made, click on Bulk Actions button to either update deal information or remove deals from your Deal Flow CRM
What actions can I perform in bulk?
You can change the stage of a company, add/remove assignees, update sources and the teams assigned to the companies. You can add notes or documents for all the selected companies at once using the “Update deal information” option.
You can also remove companies in bulk with the “Remove from CRM” option.
Note: If you are looking to add companies in bulk, use the 'Add Companies' button
How long does it take to reflect in my Deal Flow CRM?
In most cases, you should be able to see the changes instantly. You can also track the progress of your request through Activity > Bulk Action requests
In case of any queries, please reach out to [email protected]