Bulk-editing and filtering
The list view lets you see your data in a standard, spreadsheet format and includes filtering and editing options.
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Bulk-editing
You can open the bulk-editing menu in your list view by selecting multiple items.
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Choose one of the dropdown bars and select “Edit current value” to select a new value for the selected items.
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After you‘ve selected your new value, click ”Edit” in the bottom right corner to confirm the changes.
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Additional bulk actions
While the bulk-editing menu lets you change field values, there are other actions available in bulk via the list view.
You can send a group email by selecting multiple items in your lead, deal, contact or activity list view.
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Conversion
In your deal list view or Leads Inbox, you can convert deals into leads or vice-versa in bulk.
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Archiving
In your Leads Inbox, you can select multiple leads and archive or unarchive them.
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Attaching products
In your products list view, you can select multiple products and add them to a deal.
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Filtering
From any list view, you can view the filters menu by clicking the dropdown in the top right corner.
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Each list view has filters for owners, and some (ex. deals) include premade filters.
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