Streamlining Tasks with Bulk Actions in Surplus Systems

Save time and increase productivity by using bulk actions in Surplus Systems CRM. This article will guide you through performing bulk updates, deletes, and other operations on multiple records at once, empowering you to manage your data more efficiently and focus on strategic tasks

1. Start by clicking Contacts Tab

1 To start off, click on the element.

2. Proceed by selecting the listed 'Bulk Actions' button.

2 Next up, click on "Bulk Actions".

3. Use the drop-down menu to filter by specific "Bulk Action Types" to organize your table.

3 Click on "All Actions".

4. You can also filter by users who performed bulk actions during a specific date range.

4 Click on "All Actions".

5. Use the "Filter By Status" drop-down tab to cycle between bulk actions in different stages of delivery.

5 Once that's done, click on "All Actions".

6. Bulk Action Name

The user initiating the process is prompted to enter a description, which becomes the name of the bulk action.

6 Click on "Name".

7. Bulk Operation (Type)

Within this column, you will observe the variety of bulk actions executed, which may include appending contacts to workflows or dispatching messages.

7 Click on "Bulk Operation (Type)".

8. Bulk Action Status

In the "Bulk Action Status" column, you can see the statuses of your bulk actions.

8 Following that, click on "Status".

9. Move on to view detailed information.

9 Once that's done, click on "(View Details)".

10. Bulk Action details

10 Click here.

11. Date Created

The following column displays the timestamp indicating the precise time and date of when the bulk action was initiated.

11 Click on "Created".

12. Schedule by User

This specific column will inform you about the user from your CRM who scheduled the bulk action. This information can prove beneficial while supervising teams and delegating employee tasks.

12 Then, click on "User".

13. Completion Date and Time

In this column, you can view the exact date and time of completion for your bulk action. This information will enable you to track the progress of your tasks more efficiently.

13 Click on "(Date and Time)".

14. Bulk Action Statistics

This column provides you with the feature to view statistics related to a particular bulk action. To access the data, you can click the "Show Stats" button within this column. Once you open the stats, you will have access to details such as open and click rates of your bulk actions.

14 Next, click on "Statistics".

15. Drop down the data by selecting 'Show Stats'.

15 Click on "Show Stats".

16. This is the statistic details of your bulk action. When analyzing the data, you can even click on each data point to view the list of contacts included in each category, whether it's "successful" or "error".

16 Once that's done, click here.

17. Ahead, interact with the Bulk Action Options

17 Once that's done, click on "Actions".

18. Bulk Action Options

Inside the Dot Menu, you will find these useful options: Revert: This option enables you to revoke your bulk action request and undo the changes made. Show Error Log: You can use this to check the details of what happened during the process, specifically in case of errors or any issues encountered. Show Imported: This option displays a comprehensive list of contacts who were impacted by the bulk request.

18 After, click on "Show Stats".

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Streamlining Tasks with Bulk Actions in Surplus Systems | SURPLUS SYSTEMS