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Moving & Deleting CRM Library Files in Bulk
Moving & Deleting CRM Library Files in Bulk

Using the Bulk Action tool, you can move CRM Library Files from one folder to another or delete files in bulk.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

To help you maintain your CRM Library, you can use the Bulk Action tool to move a group of files from one folder to another or to delete files in bulk rather than individually.

The CRM Library enables you to upload files to your CRM so they can be easily referenced by the team. The CRM Library provides a folder structure enabling you to store both uploaded files and links to external resources, such as SharePoint. Click here to read more about how CRM Library can help your business.

Step 1: Navigate to CRM Library Folder

Firstly, navigate to the CRM Library folder where the files that you wish to move or delete are stored. Once within the correct folder, click the further options menu (three dots) located in the top right-hand corner and select 'Perform Bulk Action' from the drop-down menu.

Step 2: Select Files you wish to Move or Delete

You'll then be able to select the CRM Library files that you wish to move to another folder or delete. Click the 'Choose Action' button once happy with your selection.

You'll then be presented with two options; 'Delete Records' and 'Move to Folder'. Choose the appropriate option.

If you're moving the files to another folder, you'll be prompted to search for and select the new parent folder by clicking the 'Select' button.

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