Update multiple Actions in bulk for several contacts
While you can add tasks to contacts individually, you can also do this in bulk for several contacts at the same time.
For example, you can update multiple Actions in several ways.
In this article:
| Assign new Actions | Delete Actions |
| Complete Actions | Overwrite |
Select the checkboxes for the contacts → click on Actions at the top.
Assign Actions in bulk
Jump up to Article's Overview ⮝In the pop-up, select Insert Actions → add your action → Apply.
- Enter the Action text
- Select a Date flag
- Select a User
Complete Actions in bulk
Jump up to Article's Overview ⮝In the pop-up, select Complete Actions from the dropdown → click Apply.
- Complete only the Next Actions assigned to me
- Complete all Actions assigned to me
💡 You can only complete actions that are assigned to you.
Delete Actions in bulk
Jump up to Article's Overview ⮝In the pop-up, select Delete Actions from the dropdown → click Apply.
- Delete all Actions assigned to me
- Delete all Actions assigned to me and other users
Overwrite Next Action
Jump up to Article's Overview ⮝In the pop-up, select Overwrite Next Action from the dropdown → add your action → Apply.
- Enter the Action text
- Select a Date flag
- Select a User
💡 If no action is assigned to the selected contact, the action will be inserted instead.
💡 For contacts with multiple actions, only the Next Action will be overwritten.
💡 If the current action is scheduled later than the new Action, it will be added, and the list will be reordered by urgency.