Can I perform bulk operations in Kanban View | CRM FAQs

Can I perform bulk operations in Kanban View?

Yes, you can perform the following bulk operations:
  1. Sending mass emails
  2. Creating tasks
  3. Creating macros
  4. Deleting records
  5. Changing owner
  6. Mass updating a field
  7. Mass conversion

 To perform a mass operation, select multiple records, click the More icon, and select the desired operation.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW

                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now

                                                        • Related Articles

                                                        • Creating Kanban Views

                                                          Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can segregate the leads based on their status or categorize the sales depending on different stages. This sort of information ...
                                                        • What are the predefined and customizable Kanban views?

                                                          There are two types of Kanban views: Predefined: Predefined kanban views are available for the Social, Visits, Deals, and SalesInbox modules and are available in all editions. Customizable: You can create a Kanban view for other modules. You will ...
                                                        • How do I segregate leads using the Kanban view and how can I customize the view?

                                                          Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their ...
                                                        • What are the benefits of Kanban view?

                                                          The Kanban view is a card-based view that displays records in different categories. The user can choose the criteria for the categories. For example, customers can be segregated based on the industry they belong to or the type of product they want to ...
                                                        • What does the Unaccounted column in the Kanban view mean?

                                                          The records that don't have a value in the picklist field that is selected to categorize the Kanban view will be listed in the Unaccounted column. This can also happen if the picklist value for a record is changed to "None". For example: If the value ...



                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.

                                                          Zoho Show Resources