Managing your CRM contacts has never been more efficient with the redesigned CRM Contacts Bulk Action page. This update offers an enhanced approach to handling bulk contact operations, presenting users with improved visibility, intuitive controls, and robust error management.
Redesigned Layout and Improved Statistics
The new layout provides a cleaner, more readable interface. It enables you to easily navigate and access key metrics, including total processed actions, success counts, and detailed error insights. This revamped design ensures that every action you take is supported by clear, visible data, allowing you to optimize your workflow.
Advanced Features and Enhanced Management
- Refined Status Indicators: Enjoy real-time updates with our color-coded status display. ✅ Green signifies Completed, 🔴 Red indicates Cancelled, and 🔵 Blue shows In Progress.
- Backward Compatibility: Full support remains for bulk actions performed with the legacy architecture, ensuring seamless transition and performance.
- Advanced Filtering Options: Effortlessly filter by action type, status, users, and date range. These views can be shared via unique URLs for quick, shared access.
- Action Management Simplified: Enhanced confirmations and notifications for canceling, reverting, pausing, or resuming actions ensure you make informed decisions.
- Robust Error Handling: Receive immediate notifications, complete with troubleshooting steps, to quickly address any issues.
How to Use the New Feature
- Enable the Feature: Navigate to Accounts > Labs and activate "New Contacts Bulk Action Page."
- Access Bulk Actions: Visit the Bulk Actions section from the CRM contacts module.
- Apply Filters: Click the filter icon in the top-right corner to refine your view based on Action Type, Status, Users, or Date Range.
- View Detailed Metrics: Select Show Stats next to any bulk action for an in-depth look at performance data.
- Manage Actions: Use the three-dot menu (⋮) to cancel, revert, pause, or resume actions, confirming your choice with a prompt.
Why This Feature?
This update is designed to streamline your bulk operations by providing an intuitive interface that improves decision-making. With instant access to critical metrics and real-time data, users can optimize their processes and enhance efficiency significantly.
For more details on optimizing your CRM experience, visit our product updates page.
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