Squarebox
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  • Features of Bulk Actions
  • 1. Add/Create Segment
  • 2. Update Lead State
  • 3. Add Tags
  • 4. Delete
  1. Customers & Segments

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.

PreviousColumn CustomizationNextSegments

Last updated 6 months ago

Features of Bulk Actions

1. Add/Create Segment

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

2. Update Lead State

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

3. Add Tags

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

4. Delete

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

πŸ‘₯
GIF demonstrating adding customers to a segment
GIF showing lead states being updated in bulk
GIF showcasing tags being added to multiple customers
GIF showing the delete confirmation process