聪明的列表视图上可用线索, Contacts, and Deals pages allow you select multiple items so that you can quickly update data and take actions on those items. For example, you can select multiple deals at one time and reassign the owner of those deals in one quick action.

Related articles:

You can multi-select items using the Index and Table view on the Leads and Contacts pages, and the Stage and Table views in the Deals page.

Select items using the select checkbox next to each item in the list. You can also select every item in the list by clicking theSelect Allcheckbox on the toolbar.

See the toolbar at the top of the list to take actions on the items you have selected.

Actions that apply to all:

• Add to Call List- adds the selected items to your call list (seeCreating a Sell Voice call list for automatic dialing).
• Email- allows you to send an email message to the leads, contacts, or deals you’ve selected (seeAbout using email in SellandSending bulk email messages).
• Tag- adds tags to the selected items (seeUsing tags in leads, contacts, and deals).
• Reassign Owner- reassigns the owner of the lead, contact, or deal.
• 删除- deletes the selected items (seeDeleting leads and contactsandDeleting deals).

Actions specific to leads and contacts:

• Merge- merges the selected items into a single record (seeMerging leads and contacts).
• Enrich- if you're using the Reach add-on, you can enrich leads and contacts (seeBulk enriching existing leads or contacts).

Actions specific to leads:

• Convert- converts the selected leads to contacts and optionally reassign the owner, create a new deal for the converted leads, create a new task for the converted leads (seeConverting leads).
• Update Status- updates the lead’s status, for example, from New to Working (seeUsing the lead status label).

Actions specific to deals:

• Move to Stage- allows you to quickly move the selected deals to a different stage in your sales pipeline (for example, from Incoming to Qualified) (seeAbout sales pipeline stages).