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	<title>bulk action Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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	<title>bulk action Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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		<title>Restriction: Bulk action &#8211; Pipeline, Contact, Tasklist</title>
		<link>https://www.insuredmine.com/knowledge-base/restriction-bulk-action-pipeline-contact-tasklist/</link>
		
		<dc:creator><![CDATA[Anjali Kapadia]]></dc:creator>
		<pubDate>Tue, 25 Jul 2023 11:12:07 +0000</pubDate>
				<guid isPermaLink="false">https://www.insuredmine.com/?post_type=knowledgebase&#038;p=23211</guid>

					<description><![CDATA[<p>The admin can revoke bulk action features in Pipeline, Contact, and Tasklist for any specific agent or all agents. To grant or revoke bulk action access, you can slide the toggle bar for each agent left or right. If you want to revoke bulk action access for all agents, slide the topmost toggle bar to [&#8230;]</p>
<p>The post <a href="https://www.insuredmine.com/knowledge-base/restriction-bulk-action-pipeline-contact-tasklist/">Restriction: Bulk action &#8211; Pipeline, Contact, Tasklist</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}</style>				<p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The admin can revoke bulk action features in Pipeline, Contact, and Tasklist for any specific agent or all agents. To grant or revoke bulk action access, you can slide the toggle bar for each agent left or right.</span></p><p dir="ltr"> </p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><img fetchpriority="high" decoding="async" class="alignnone size-full wp-image-24108" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150849/vkhdcrf.png" alt="" width="1920" height="889" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150849/vkhdcrf.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150849/vkhdcrf-600x278.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150849/vkhdcrf.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150849/vkhdcrf.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150849/vkhdcrf.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150849/vkhdcrf.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If you want to revoke bulk action access for all agents, slide the topmost toggle bar to the left. </span><b style="font-weight: normal;"></b></p><p dir="ltr"> </p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><img decoding="async" class="alignnone size-full wp-image-24109" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150848/vkhdcrf-1.png" alt="" width="1920" height="889" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150848/vkhdcrf-1.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150848/vkhdcrf-1-600x278.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150848/vkhdcrf-1.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150848/vkhdcrf-1.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150848/vkhdcrf-1.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150848/vkhdcrf-1.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></p><p dir="ltr"> </p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">After <a href="https://www.insuredmine.com/knowledge-base/disable-all-restrictions/" target="_blank" rel="noopener">restriction</a>, the respective agent would not be able to perform any action based on multiple selections:</span></p><p dir="ltr"> </p><p><b style="font-weight: normal;"><img decoding="async" class="alignnone size-full wp-image-24119" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150846/hvdyr.png" alt="" width="1920" height="881" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150846/hvdyr.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150846/hvdyr-600x275.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150846/hvdyr.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150846/hvdyr.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150846/hvdyr.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150846/hvdyr.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: italic; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">In contacts:</span></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If the agent is restricted from performing bulk action, he/she will not be allowed to do the following:</span></p><p dir="ltr"> </p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-24120" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150845/k.hvyc_.png" alt="" width="1920" height="872" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150845/k.hvyc_.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150845/k.hvyc_-600x273.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150845/k.hvyc_.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150845/k.hvyc_.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150845/k.hvyc_.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150845/k.hvyc_.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></p><p><b style="font-weight: normal;"> </b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: italic; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">In Tasklist:</span></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><img loading="lazy" decoding="async" class="alignnone size-full wp-image-24126" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150842/jy.png" alt="" width="1920" height="885" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150842/jy.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150842/jy-600x277.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150842/jy.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150842/jy.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150842/jy.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150842/jy.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></p><p><b style="font-weight: normal;"> </b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If the agent is restricted from performing bulk action, he/she will not be allowed to do the following:</span></p><p dir="ltr"> </p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: italic; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">In Pipelines:</span></p><p><b style="font-weight: normal;"> <img loading="lazy" decoding="async" class="alignnone size-full wp-image-24127" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150841/khmtd.png" alt="" width="1920" height="872" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150841/khmtd.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150841/khmtd-600x273.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150841/khmtd.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150841/khmtd.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150841/khmtd.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150841/khmtd.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If restricted, agents will not be able to view multiple selections, ability to move the deal cards to another stage, or option to archive.</span></p><p><b style="font-weight: normal;"> </b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If the agent is restricted from performing bulk action, he/she will not be allowed to do the following:</span></p><div> </div>						</div>
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		<p>The post <a href="https://www.insuredmine.com/knowledge-base/restriction-bulk-action-pipeline-contact-tasklist/">Restriction: Bulk action &#8211; Pipeline, Contact, Tasklist</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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