Freshworks CRM gives you the option to perform bulk actions on accounts

ARTICLE NAVIGATION

To perform bulk actions, 

  1. Click the Accounts tab and select the accounts by clicking the checkbox beside them.

  2. Choose any one of the options in the tray to do the following.

     

Merge

This button merges the selected accounts into a single record. Choose one of the selected accounts as your Primary record. The other accounts become secondary records and are deleted after their data is transferred to the primary record.

Note: Up to 25 records can be merged at a time.

Assign To

Click the Assign To button to assign multiple accounts to a sales owner.

Update field

Click Update field to update one field for each selection. You cannot update multiple fields at once. 

Delete

  1. Click Delete to delete multiple accounts at once. The confirmation dialog box appears.

  2. Type 4701 in the box to confirm deletion. Enable Delete all the related contacts and deals checkbox.

  3. Click Yes to delete related records from the CRM.

Note: If the checkbox is left unchecked, the related contacts and deals will remain in the CRM.


Upon successful deletion of your account, you will be presented with a Success message.

Add To Sequence

  1. Click Add to Sequence and choose either of the following:
    1. Add to sequence - If the selected accounts should be added to a sales sequence.
    2. Remove from sequence - If the selected accounts should be removed from a sales sequence.
  2. Choose the sales sequence from the dropdown.


Add Tags

Click Add Tags and choose either of the following:

  • Add Tags - To add tags to the selected accounts.
  • Remove Tags - To remove tags from the selected accounts.


Note:
1) The Free plan in all editions has the Assign to, update field and delete bulk capabilities.
2) In addition to assigning, deleting, and updating fields in bulk, the Growth plan in the Marketing cloud edition has the Add tags option while the Sales and Customer-for-Life editions have the Add tags and Add to sequence .