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.
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.
Click “View report”.