How to save time with bulk actions

LACRM's new bulk actions tool lets you do make changes, updates, and create new items in one click. Here are some tips on when and how to use them.
Updated on:

Being able to do more in less time is the key to productivity. We recently released our new bulk actions feature, designed to let you make changes or add things to multiple contacts/companies at once. Here are some specific ways you can use each of these bulk actions to save more time each day:

1. Attach a note to a list of contacts

When you're on your full contact list, this action allows you to select whichever contacts/companies you want and add the same note to all of their Histories.

How to save time with this action:

  • Sales professionals can attach a single note summarizing a key meeting to the profiles of all attendees from different companies.
  • Recruiters can record insights from a candidate interview and link it to both the candidate's profile and the hiring company's contact.
  • Event planners can document the details of a successful event and attach the note to all vendor and client profiles involved.
  • Customer service managers can summarize a recurring issue affecting multiple clients and attach the note to each relevant client's profile.
  • Business consultants can capture a strategic recommendation and attach it to all client profiles who might benefit from the advice.
  • Marketing teams can log a campaign update and link it to all stakeholders' profiles for consistent communication.
  • Account managers can document a key partnership meeting and share the note across all client profiles impacted by the discussed changes.
  • Non-profit coordinators can note a major donor's preferences and attach the note to both the donor's profile and associated organizational contacts.
  • Real estate agents can summarize a property tour and attach the note to profiles of interested buyers and the property's seller.
  • Legal professionals can draft a summary of a case update and attach it to all related client and partner profiles for coordinated follow-up.

How to save even more time:

Combine this new feature with your phone's dictation tool to dictate your notes directly into your phone instead of typing them out.

2. Attach a new pipeline to a list of contacts

When you're on your full contact list, this action allows you to select whichever contacts/companies you want and attach the same pipeline to all of their profiles. This is probably an action you're not going to take too frequently!

How to save time with this action:

  • If services or products that you offer are tracked via separate pipelines, you can attach a new service or product to a list of new customers.
  • If a new list of leads are assigned to you, you can attach a new Lead tracking pipeline to all of them at once.
  • If you have worked with an old pipeline that is now outdated, create a brand new pipeline and bulk attach that new pipeline to all of the contacts currently in that old pipeline.

3. Attach a new task to a list of contacts

When you're on your full contact list, this action allows you to select whichever contacts/companies you want and attach the same task to all of their profiles.

How to save time with this action:

  • Sales professionals can attach a follow-up call task to multiple prospective clients' profiles after a product launch event.
  • Recruiters can assign an interview scheduling task to all shortlisted candidates' profiles for a particular job opening.
  • Event planners can add a vendor confirmation task to the profiles of all suppliers involved in an upcoming event.
  • Customer service managers can create a feedback request task to multiple clients' profiles after a major service update.
  • Business consultants can set a check-in meeting task to all active clients' profiles at the end of each quarter.
  • Marketing teams can assign a content approval task to the profiles of all stakeholders involved in a new campaign.
  • Account managers can attach a contract renewal task to the profiles of all clients whose contracts are due to expire.
  • Non-profit coordinators can add a donor appreciation call task to the profiles of all major donors after a fundraising event.
  • Real estate agents can set a property viewing reminder task to the profiles of all interested buyers for a new listing.
  • Legal professionals can assign a document review task to the profiles of all clients involved in a class action lawsuit.

4. Update a piece of information (or add!) to a list of contacts

When you're on your full contact list, this action allows you to select whichever contacts/companies you want and update the information in one or more fields on all of their profiles. This can also come in handy whenever you create a new field, and need to add this information to all of your existing contacts.

How to save time with this action:

  • Sales professionals can update the contact method preference field for multiple contacts based on recent feedback.
  • Recruiters can change the desired salary field for all candidates after conducting preliminary interviews.
  • Event planners can update the vendor category field for all suppliers involved in an upcoming event to streamline logistics.
  • Customer service managers can modify the service plan field for multiple clients transitioning to a new service package.
  • Business consultants can update the billing rate field for all clients' profiles to reflect new consulting fees.
  • Marketing teams can change the preferred communication channel field for all contacts to optimize campaign outreach.
  • Account managers can bulk update the industry type field for clients to better segment and personalize services.
  • Non-profit coordinators can update the donor engagement level field for all donors based on their recent contributions.
  • Real estate agents can modify the property type interest field for multiple potential buyers after conducting surveys.
  • Legal professionals can change the preferred contact time field for all clients involved in ongoing cases to enhance communication efficiency

5. Copy the email addresses of a list of contacts

When you're on your full contact list, this action allows you to select whichever contacts/companies you want and copy only their email addresses to your computer's clipboard. This lets you paste all of these email addresses to the "TO" or "BCC" field of your email compose box.

This feature comes in especially handy in those situations where using Mailchimp to send out a group email is a bit of an overkill!

How to save time with this action:

  • Sales professionals can copy the email addresses of multiple leads to send a follow-up email after a trade show.
  • Recruiters can copy the email addresses of shortlisted candidates to arrange interview schedules in a single email blast.
  • Event planners can copy the email addresses of all event attendees to distribute post-event surveys and thank-you notes.
  • Customer service managers can copy the email addresses of clients with outstanding issues to send a status update and resolution timeline.
  • Business consultants can copy the email addresses of key stakeholders to share a project progress report and upcoming meeting invitation.
  • Marketing teams can copy the email addresses of campaign subscribers to send a newsletter with the latest promotions and updates.
  • Account managers can copy the email addresses of all clients to notify them about a new service or product launch.
  • Non-profit coordinators can copy the email addresses of major donors to send personalized thank-you messages and future event invitations.
  • Real estate agents can copy the email addresses of potential buyers to distribute new property listings and open house details.
  • Legal professionals can copy the email addresses of all clients involved in a case to provide updates on case developments and court dates.

6. Export a specific list of contacts

When you're on your full contact list, this action allows you to select whichever contacts/companies you want and export only those contacts/companies into a spreadsheet. This is a simple way to share information in LACRM with the rest of your company if they're not already an LACRM user.

How to save time with this action:

  • Sales professionals can export a list of active leads to a spreadsheet to analyze and prioritize them for targeted outreach campaigns and send the list to the sales team.
  • Recruiters can export a list of job candidates to a spreadsheet to compare qualifications and track hiring progress and send the list to hiring managers.
  • Event planners can export a list of event vendors to a spreadsheet to organize and manage contracts and payment schedules and send the list to the finance department.
  • Customer service managers can export a list of clients with open support tickets to a spreadsheet for tracking and ensuring timely resolution and send the list to the support team.
  • Business consultants can export a list of clients to a spreadsheet to create customized reports and track project milestones and send the list to project managers.
  • Marketing teams can export a list of newsletter subscribers to a spreadsheet for segmentation and personalized email marketing efforts and send the list to the content team.
  • Account managers can export a list of client accounts to a spreadsheet to monitor contract renewal dates and plan retention strategies and send the list to the customer success team.
  • Non-profit coordinators can export a list of donors to a spreadsheet to analyze donation patterns and plan fundraising campaigns and send the list to the development team.
  • Real estate agents can export a list of property listings and interested buyers to a spreadsheet to match buyers with suitable properties and send the list to the sales associates.
  • Legal professionals can export a list of clients and case details to a spreadsheet for case management and workload distribution and send the list to paralegals and support staff.

There are countless ways to use bulk actions - we hope all of these new options save you time and energy in your day-to-day work. And even more bulk actions are coming to the pipeline report in the future - so stay tuned for even more opportunities to use bulk actions.

As always, please don’t hesitate to reach out if any questions or feedback comes up - you can reach us at help@lessannoyingcrm.com.


Sign up to receive updates in your inbox

We'll send you about two emails per month with tips on how to optimize your LACRM account, and grow your small business. Be the first to hear about product updates, and beta testing opportunities!