By Adam Carter - June 20, 2022
This feature will enable Admin, Agency, Call Centre and Publisher users to manage and correct data at mass, giving them greater control of the data uploaded.
Prior to this release, there were certain limitations, particularly for Publisher users, if they needed to update incorrect records. To help overcome this, we wanted to build a feature that would prevent Publishers from re-submitting the same file. After customer workshops and feedback from our Customer Success team, we began looking at how we could improve and streamline this process.
So, what can we expect from Bulk Edit? One of the main elements of this functionality is to reduce duplication in the platform which in hand will reduce the need to delete lead records to clean up after the fact, whilst ensuring that efficiency and accuracy are not compromised. Adding this feature to the platform will simplify and unify the process of correcting invalid data and free up time and resources.
The new functionality means that users can bulk edit their data, as displayed below:
|
Admin & Agency User View 
|
|
Publisher User View 
|
|
Call Center User View 
|
|
All Users View 
|
Some of the main benefits for both existing and new customers include:
Increased efficiency
Bulk Edit puts the emphasis on allowing Publisher users to manage their own data while also helping Admin and Agency users to manage data en masse. reducing the number of steps taken, which in turn, allows them to focus on higher priority, value-add tasks.
Enhanced control
The new feature provides publisher users with more control over managing their own data and reducing duplication in the platform.
Greater velocity
The removal of duplication and increased efficiency will enable more control to users to maintain a higher level of accuracy when managing their data.
Following the feedback we gathered from our customer base, we developed this feature with the key aim of empowering our publisher users and focusing on saving our admin and agency users time which was spent on managing incorrect data.
Looking to take control of your lead management? Discover how Convertr can help, contact us today at support@convertr.io.
Lock Jobs on Campaign Templates
Protect critical processes to avoid errors and compliance risk We recently introduced Campaign Templates and Guidance Notes to make it quicker and easier for your users to create a new campaign that is in accordance with your standard operating proc
Engagement Dashboard for Business Insights
Identify high-value actionable leads As part of our Business Insights suite, we're developing tools to highlight important 'signals' in your data that can identify high-value and actionable leads. Our initial release provides users with an easy i
Campaign Templates and Guidance Notes
Genuine templates help ensure campaigns are built correctly When users create a new campaign by simply copying from another, they have free reign to make as many changes as they want. It is common to have compiled detailed instruction manuals to tel
Book a demo with one of our experts to review your current demand generation process, define your objectives and answer any questions.
London: +44 (0)203 617 7659
Denver: +1 (720) 699 7880