Smart Data Management with Bulk Operations

• Select the source type in CrmOne from Contacts, Deals, or Accounts to define the scope of your bulk operation.
• Choose what you want to do – send SMS, emails, WhatsApp messages, update deals, add tasks, put tags on segments, and more.
• Use these steps to set up automatic workflows and follow-ups, make repeating tasks, set reminders, and change deal stages.

Give your operation a name for easy reference. Fill in necessary details such as Operation priority, Date of action, additional message, etc.

• Provide any additional details required for the chosen operation, ensuring clarity and accuracy.
• Enter details like what the message says, when to do it, task information, or workflow. If needed, add files to make things clearer.
• Tag the person or team who needs to do the task. This makes sure the job is done right and without mistakes.

Tailor your bulk operation by selecting the records or contacts that need attention. Use filters or manually pick the relevant records to refine your target audience.

Before finalizing, review your selections to ensure accuracy. Once satisfied, initiate the action. Choose ‘Send Now’ to do the task immediately, or pick ‘Send at Scheduled Time’ to do it later, and then give the scheduling information.