How to perform bulk actions – Upsales Help Centre

On many lists in Upsales, you can perform actions on multiple rows by selecting each row you want to affect.

You can either tick each row, or tick the box at the top to select all:

When you have selected rows, a menu with the actions for that list appears:

Available actions

Some actions only appear if your account includes the feature they use. A few have extra rules:

Plan phone calls and Create to-do appear on accounts that use Tasks. Quick-create activities appears on accounts that use Activities.
Send email and Add to segment can be used on at most 100 selected rows.
Send email campaign can be used on at most 1,000 selected rows.
Anonymize contacts is only available to administrators.
Export is greyed out if you do not have permission to export.

Activities

Close activities
Delete
Export
Update activities
Update companies
Update contacts

Tasks

Use the buttons at the top of the list to show one type of task. The actions depend on the type you show:

All: Export, Update companies, Update contacts
To-do's: Close activities, Delete, Export, Update companies, Update contacts, Update to-do's
Phone calls: Close activities, Delete, Export, Update companies, Update contacts, Update phone calls
Appointments: Delete, Export, Update appointments, Update companies, Update contacts

To mark many to-do's or phone calls as done, or move them to a new date, first show To-do's or Phone calls at the top of the list. Select the rows, then choose Close activities to mark them as done, or Update to-do's or Update phone calls to set a new date. See also How to close tasks and How to postpone a task.

Companies

Book customer visits
Create to-do
Delete
Export
Find contacts from company's website
Inactivate companies
Plan phone calls
Quick-create activities
Refresh prospecting data
Reset score
Update all contacts on the company
Update companies

Contacts

Activate/Deactivate contacts
Add to segment
Anonymize contacts
Book customer visits
Create to-do
Delete
Export
Plan phone calls
Quick-create activities
Reset score
Send email
Send email campaign
Update companies
Update contacts

Orders

Create to-do
Delete
Export
Plan phone calls
Quick-create activities
Send email
Update all contacts on the company
Update companies
Update contacts
Update orders

Opportunities

Create to-do
Delete
Export
Plan phone calls
Quick-create activities
Send email
Update all contacts on the company
Update companies
Update contacts
Update opportunities

Sent emails

Create to-do
Export
Plan phone calls
Quick-create activities
Send email campaign (not when all rows are selected)
Update companies
Update contacts

Subscriptions

Create to-do
Delete
Export
Plan phone calls
Quick-create activities
Update all contacts on the company
Update companies

Leads

Export
Quick-create activities
Reset score
Update all contacts on the company (when the list shows companies)
Update companies
Update contacts (when the list shows contacts)

Website visitors & Forms

Update all contacts on the company
Update companies

Support tickets

Requires the Customer Support add-on.

Archive
Delete (administrators and support admins only)
Export
Merge tickets
Restore from archive
Update tickets

Projects

Requires the Service Management add-on.

Delete
Update projects

Campaigns

Delete
Export
Select label and Remove label (once you have created labels)

Email campaigns, segments, email templates, forms and landing pages

You can select rows on these lists once you have created labels.

Select label
Remove label

Available actions

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