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Mass modify data in webCRM

With webCRM’s analysis and reporting tool, you can avoid the hassle of exporting, updating and importing data via Excel.

Bulk change customer, contact, sales activity, opportunity data etc. directly in webCRM. Change e.g. responsible, territory, organisation type, follow up date, sales pipeline level or any other data.

You may filter for anything you like, e.g. customers in a particular city with a particular responsible. In this example, we want to change the responsible of a specific organisation type in a specific country.

  1. Go to Utilities > Reports, and create the relevant report with the data type, you want to modify (e.g. “Organisations”). Give the report a name. Save. 

  2. Go to the “Advanced” tab and choose “Modify displayed data” in “special actions enabled”.

  3. Go to the “Data filter” tab and set your filters to get the items, you want to modify (e.g. organisations of a specific type in a specific country). Save.

  4. Click “View report”.

  5. In the “Modify” drop-down, choose which data, you want to modify, e.g. “Organisation: Responsible”, and choose a new responsible.

  6. Enter your name and click “modify”. You’re done!

Please be careful when modifying data.

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webCRM was founded in 2005 and is present in 11 countries. We’ve had profitable growth year after year from day one. webCRM has been awarded the Gazelle prize for 5 consecutive years as recognition of exceptional growth.

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