CRM - Action Bar

The Action Bar of the CRM allows performing quick actions on multiple opportunities at the same time, making the management and organization of the sales funnel easier.

The bar appears automatically when one or more opportunities are selected in the CRM list.

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Available actions

When selecting opportunities, the following actions become available in the bar:

• ✔️ Uncheck Removes the selection from the checked opportunities.

• 🗄️ Archive Moves the selected opportunities to the history, causing them to no longer appear in the active funnel.

• 🔄 Move funnel opportunities Allows moving the selected opportunities to another funnel or funnel stage.

• 📤 Export Exports the selected opportunities to a file, facilitating external analyses.

• 👤 Transfer user opportunities Allows transferring responsibility for the selected opportunities to another system user.

• 🔁 Change Status Updates the status of the selected opportunities.

• ✅ Create Tasks Creates tasks linked to the selected opportunities.

• 🗑️ Delete Opportunities Permanently removes the selected opportunities from the system.

Note

The Action Bar is a feature that helps optimize CRM management, allowing batch actions and saving time in the administration of opportunities.