This feature is only available for the following plans:
STARTER
PROFESSIONAL
PERFORMANCE
Click here for more information on our plans.
Did you know you can update your accounts, contacts and opportunities in bulk?
From ForceManager, you can make a massive update of your Accounts, Contacts and Opportunities with an unlimited number of elements. What you can do:
1. Update in bulk. You can edit the fields you need (standard and extras) of your accounts/contacts/opportunities at the same time.
2. Delete in bulk. You can delete the accounts/contacts/opportunities you need simultaneously.
In the following video you will see step by step how to perform massive updates using advanced filters in order to maintain a clean and complete database.
If you want to activate this functionality, keep in touch with your Customer Success or with the ForceManager team support: support@forcemanager.net |