Bulk actions on deals

  • There are many actions which can be performed on deals such as

    • Adding tags

    • Transferring ownership

    • Update status

    • Update pipeline/stage

    • Delete

  • It can be tedious to perform this actions on multiple deals.

  • In neetoCRM you can select multiple deals and perform action on those deals.

  • For example if you want to delete multiple deals then you can select multiple deals and select Delete action from Take action dropdown as shown below. All selected deals would then be deleted.

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