Bulk Actions and Task Management for Leads and Opportunities in Oorwin

You can perform actions on multiple leads or opportunities at the same time using bulk actions. 

Perform Bulk Actions 

Bulk actions are available for both Leads and Opportunities. 

Navigation

Sales → Leads / Opportunities → Select Records → Bulk Actions

To perform bulk actions: 

1. Go to Sales → Leads or Sales → Opportunities. 

2. Select one or more records using the checkbox. 

3. Click on the bulk actions menu. 

4. Choose the required action. 

Available bulk actions include: 

• Update Stage 

• Update Fields 

• Archive 

• Compose Mail 

• Merge Leads (available for Leads) 

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Add Tasks and Activities 

You can add tasks and activities to both leads and opportunities to track follow-ups and actions.

Navigation

Sales → Leads / Opportunities → Record List → Task / Activity Icon 

Add Tasks or Activities from the List View 

You can add tasks or activities directly from the list view. 

To add a task or activity from the list: 

1. Go to Sales → Leads or Sales → Opportunities. 

2. Locate the required lead or opportunity. 

3. Click the task or activity icon next to the record. 

4. Enter the required details. 

5. Save the task or activity. 

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Add Tasks or Activities from Inside a Record 

You can also add tasks or activities from within a lead or opportunity. 

Navigation

Sales → Leads → Select Lead → Lead Profile → Tasks / Activities

OR

Sales → Opportunities → Select Opportunity → Opportunity Profile → Tasks / Activities

To add from within a lead or opportunity: 

1. Open the required lead or opportunity. 

2. Navigate to the Tasks or Activities section. 

3. Click Add. 

4. Enter the details and save. 

Tasks and activities help ensure timely follow-ups and better tracking of sales actions.