Performing bulk action edits in the CRM

Save time by updating multiple property records at once

Managing your property records in Invelo is easier when you can update multiple entries at the same time. The bulk edit feature allows you to make changes to several records simultaneously, helping you stay organized and efficient in your workflow.

To perform bulk edits in the CRM, follow these steps:

1. Open Your CRM:

   • Navigate to your Prospects CRM or the relevant property records view.

2. Select Records to Edit:

   • Check the boxes next to the records you want to update.

3. Access Bulk Edit Options:

   • Click on the Bulk Actions menu that appears above the list of records.

   • Select Edit from the dropdown options.

4. Choose Fields to Update:

   • You can edit the following fields for the selected records:

     • Lifecycle Stage

     • Status

     • Lists

     • Tags

     • Source

     • Lost

     • Custom Fields

5. Apply Changes:

   • Update the fields as needed, then click Save to apply your changes to all selected records.

Using bulk edits helps you manage your CRM data efficiently, reducing manual work and ensuring your property records stay up-to-date.

In case you have other questions or need any support, feel free to reach out to the Support Team by sending a message through the in-app chat, or email at support@inveloapp.com.