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How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?

You can perform actions by selecting multiple deal cards. This enhancement will help you to work faster.

To select multiple deal cards and perform action:

  • Hover the cursor over the deal cards to select the deal card.
  • Click on move, archive, won or lost.
  • When you click move, a pop-up window will open to select the Pipeline and select the Stage.
  • When you click archive, a pop-up window will open to confirm your action.
  • When you click won, a pop-up window will open to fill the won card details.
  • When you click lost, a pop-up window will open to fill the lost card details.
Multiple select and assign drip

You can assign drips for multiple deal cards from the Pipelines. This enhancement will help you to quickly assign drips for multiple deal cards without getting into the SCD section in engagement. 

 

How to assign drips for multiple deal cards?

  • Navigate to Pipelines

  • Select the deal cards for which you want to assign drips.

  • Click on assign drip

 

  • Select the drips that you want to assign

  • Click on assign

  • You will get a notification saying: “ Selected drips are assigned to cards successfully.”

Once you assign the drip you can view the drip card details in the drip campaign section.

 

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