Batch actions allow users to select multiple records to either update or action (change owner, move stage, switch pipelines, add to call list, etc.). We've added batch actions to Smart Lists.
This means you can conduct batch actions on your Smart List directly from Table, Index, or Stage view. So if you want to take action on a large group of items at once, there are several actions you can take.
The options, from left to right, will allow you to:
- Add records to a Call List
- Bulk email selected records
- Tag selected records en masse
- Change the owner of the selected records
- Merge the selected records
- Apply various integrations to the selected records
- Delete the selected records
Note: If you don’t see an option discussed above, it may be part of another Plan level - check out our latest plans and pricing here
These options allow you to take various actions, for example: apply Tags in bulk. Tagging multiple records at once is a great way to quickly and easily organize your data in Zendesk Sell.
To apply a Tag to multiple records in List View or Table View, start by hovering your mouse over one of the records in question.
You’ll see a blank checkbox appear on the left hand side of that record. Select that checkbox, then select the boxes for any other records you’d like to Tag.
You can also check off everything currently in view by choosing the box at the very top of the page. Think of it like a handy “Select All” box.
You can then choose the Tag you’d like to apply in masse from the Tag selector.