Bulk Actions

The Bulk Actions feature in Squarebox lets you update multiple customers at once, saving time and increasing efficiency. It’s ideal for managing large datasets and streamlining workflows.

Features of Bulk Actions

1. Add/Create Segment

• Group selected customers into a new or existing segment for targeted campaigns.

GIF demonstrating adding customers to a segment

2. Update Lead State

• Change the lead state for all selected customers (e.g., mark as “Follow-Up Scheduled”).

GIF showing lead states being updated in bulk

3. Add Tags

• Assign one or more tags to the selected customers for better segmentation.

GIF showcasing tags being added to multiple customers

4. Delete

• Remove selected customers from the database. Confirm the action in the popup to prevent accidental deletion.

GIF showing the delete confirmation process