How do selected-row CRM actions work?

Short answer

When CRM rows are selected, the bulk action bar should let you move, duplicate, delete, email, or update selected items together.

Learn moreHow do I add, edit, sort, or delete CRM columns?How do CRM boards, groups, and columns work?

Available actions

  • Move selected rows to another group on the same board.
  • Move selected rows to another board and target group when the workflow requires it.
  • Duplicate or delete selected rows when cleaning up lead data.
Learn moreHow do CRM boards, groups, and columns work?How do I add, edit, sort, or delete CRM columns?

Bulk editing

  • When multiple rows are selected, changing a shared column value should update the selected items together where the CRM supports bulk edits.
  • This is useful for status, owner, follow-up date, or other shared workflow fields.
Learn moreHow do CRM boards, groups, and columns work?How do I add, edit, sort, or delete CRM columns?

Canceling selection

  • Use the clear selection control when you want to remove all selected rows without taking action.

Related articles

How do I add, edit, sort, or delete CRM columns?Learn moreHow do CRM boards, groups, and columns work?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.