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Bulk actions
Bulk actions
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Planned: more features in Leads Inbox 📥

As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as...

  • Custom fields
  • Selectable columns
  • Bulk actions
  • Exporting Leads
  • Email integration
  • Calling integration
  • Leads in the mobile app
  • Leads Insights
  • Leads included in Workflow Automation

As you can probably tell, we've been hearing your feedback and taking notes. 😉

Learn more about Leads Inbox from our Knowledge Base and our Academy.

Pro tip: Join our Research and Beta Testing channel for the chance... (More)

BULK EDIT incomplete function

Hi,

I find the BULK EDIT function incomplete tool.

I can:

  • Keep existing value
  • Replace value
  • Delete value

But I can't APPEND others values if I'm working on TAG columns. 

The pipedrive support suggestion is to use "import" function but the tools is for administrator only, so how can I allow the user to be autonomous ?

Thanks

Help with automation

Have over 300+ organisations assigned to a deactivated user which need to change ownership. I can bulk change ownership in the organised tab pretty easily, however I need to set activities for each of them. Using the automation function would allow me to do this, but this will create an activity at the same time and day for all 300+ records. Is there a way to automate the creation of activities over a range of dates and time?