Make Bulk Updates in Groove Actions

Bulk Manage Update Actions allows you to select, manage, and update actions in bulk.

Use Cases

• Bulk Management: A sales user needs to skip a series of flow tasks for a client who has already responded. Instead of skipping each task one by one, they can select all relevant actions and choose "Skip step" in a single action.

• Bulk Updating: A sales manager wants to reassign 20 one-off tasks from a team member who is on leave to another team member. The manager can select all 20 one off actions, choose "Assignee" from the bulk update dropdown, and reassign them.

• Prioritization: A sales user receives a last-minute high-priority lead with several tasks. They need to reprioritize their existing tasks to make time for the new lead. They can select all relevant tasks, update their priority from high to medium, and then focus on the new, more urgent tasks.

User Set Up Instructions

No special setup is required for this feature. The new functionality will be available to all users with access to the Actions Table.

1. Go to the Actions Table.

2. Click the boxes in the checkbox column for the actions you want to manage. Select individual actions by checking the box next to them.

3. To select all actions currently displayed, check the "Select All" box at the top of the column.

    

   Note: You can only select up to 50 actions (30 upon initially clicking the select all). Then you can select the additional 20 actions in one of two ways:

    

   1. 1. Scroll down the page to let additional actions load (this page uses lazy loading), then check the select all button (The actions page will automatically select the first 50 actions (if they are loaded on the page)).

      2. Scroll down the page and manually and individually select the actions they want to bulk manage (up to 50 actions).

    

4. The Bulk Actions buttons ("Skip", “Reassign” and "More") appear at the top of the table.

Note: The “More” button is a drop down button with additional selections: Pause in Flow, Remove from Flow, Update Field, Delete.

5.  Click the dropdown button next to the select all, will also allow users to pin-point select the action types they want to bulk manage: Email, Call, SMS, LinkedIn, Inmail, Sendoso and In Person visit. You can also select the action source you want to manage: One Off or Flow Actions:

6. Skip step (Can only be performed on Flow actions)

7. Re-assign Action (Can only be performed on One Off Actions)(grayed out for flow actions):

1. 1. Update Assigned to (Select Assignee)

   2. Update Priority (High, Medium, Low, None)

   3. Update Due date or Time Zone

8. Pause person in Flow (Can only be performed on Flow actions):

9.  Remove from Flow (Can only be performed on Flow actions)

10.  Update Field (Can only be performed on One Off Actions)(grayed out for flow actions)

• Update Assigned to (Select Assignee)

• Update Priority (High, Medium, Low, None)

• Update Due date or Time Zone

11. Delete (Can only be performed on one-off actions)(grayed out for flow actions)

12. For every completed bulk action a confirmation popup appears, showing the number of actions the operation will apply to and the specific operation which this action relates to. For multiple similar operations (50 or fewer actions), the processing completes and a success message appears with the affected number of action.

Notes for Admin

• In Manage on Behalf of: If the Admin has the Bulk Manage turned on (and they select a user), they have the ability to bulk select actions on the actions table (Even if the user does not have the feature turned on on their profile). However, due to the fact that the current Actions Table does NOT yet support seeing the  actions of the user being managed, Then they can select bulk options, but they cannot execute for their users. 
• For "Log In As" - Even if the admin has the bulk manage feature turned on (and the user does not have it on). Then the admin cannot see the bulk manage selection options (2nd screenshot below). In this particular case the user would also need to have the Bulk Manage Feature on.