You can merge, update and delete accounts in bulk. You can also use filters to narrow your list of accounts, before you use the buttons from the bulk actions tray.
To perform bulk actions,
- Click the Accounts tab and select the accounts by clicking the checkbox beside them.
- Choose any one of the buttons in the tray to do the following.
Merge
This button merges the selected accounts into a single record. You’d have to choose one of the selected accounts as your Primary record. The other account records become secondary records and are deleted after their data is transferred to the primary record.
Update field
To update a field for all selected accounts, click Update field in the bulk actions tray. You can only update one field for each selection. You cannot update multiple fields all at once.
Delete
If you wish to delete your accounts in bulk, you can now do the same on Freshsales with no hassle. Here’s how you can do it:
On your Freshsales account, go to the settings panel and click on the
Accounts button.
On your Accounts page, click on the Checkboxes associated with the accounts that you wish to delete. This allows you select multiple accounts and carry out actions on the same.
Once you click on the Checkboxes, you will be provided with a variety of actions to carry out on the accounts that you have selected.
Click on the
Delete button to delete your Accounts.
But what happens to my data? Is it lost?
Answer: NO..
You can opt to retain all related data when you delete your account. As soon as you hit upon the Delete button, you will be presented with a dialog box.
If you don’t want to retain any data related to your accounts, select the box. This ensures that all data related to your accounts are deleted.
Note:
Leaving the box Unchecked leaves all your related contacts and deals intact and keeps them in the system.Upon successful deletion of your account, you will be presented with a Success message.
