How to perform bulk actions – Upsales Help Centre

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All users

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

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

Depending on the actions you chose, a menu pops up:

Available actions

Activities

Close activities
Delete activities
Export
Update activities
Update companies
Update contacts

Companies

Delete
Export
Quickcreate activities
Update companies
Update companies all contacts

Contacts

Add to segment
Anonymize contacts
Delete
Export
Quickcreate activities
Send group mail
Update companies
Update contacts

Orders

Delete
Export
Quickcreate activities
Update companies
Update companies all contacts
Update contacts
Update orders

Opportunities

Delete
Export
Quickcreate activities
Update companies
Update companies all contacts
Update contacts
Update opportunities

Sent emails

Export
Quickcreate activities
Send group mail
Update companies
Update contacts

Subscriptions

Delete
Export
Update companies
Update companies all contacts

Email campaign

Delete
Export

Leads

Export
Quickcreate activities
Reset score
Update companies
Update contacts

Website visitors & Forms

Update companies
Update contacts