How to enable bulk edit for a role in Close.com
Here is how to enable bulk edit for a role in close.com
- First click on "Settings" in the left sidebar navigation
- Then click on "Roles & Permissions" under the Organization section in the left settings menu
- Next click on a role card in the User Roles section
- Scroll down to view more options
- Click on the "Bulk Edit" toggle switch to enable it
- Scroll back up to the top of the Edit Role page
- Finally click on the "Save" button in the top-right corner
Why should you enable bulk edit for a role in Close.com
Close is an intuitive CRM designed to seamlessly enhance sales processes.
The bulk edit feature in Close.com allows users to efficiently update multiple roles simultaneously.
This capability saves time and ensures consistency across various records, enhancing team productivity.
By enabling bulk edits, businesses can swiftly manage data, adapt to changing internal structures, and maintain accuracy, ultimately driving strategic sales initiatives.
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