How can I enable the Mass Update feature in Workspace?

You can enable the Mass Update feature in Workspace using the Parameters tab available in the Adaptive Search setup page.

You can perform some actions on multiple records at the same time. For example, you can select multiple leads in Workspace and qualify them at once by selecting the Qualify action. This saves you time and helps improve efficiency.

Here's how to edit Adaptive Search parameters to enable the mass update feature.

  1. Click Navigator > My Enterprise > Setup and Maintenance.

  2. In the Setup and Maintenance work area, go to:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Configure Adaptive Search

  3. On the Configure Adaptive Search page, click the Parameters tab.

  4. Highlight the Enable Mass Update parameter and click Edit. This warning is displayed.

    You're about to change parameters that control how Adaptive Search works. 
    Changes should only be carried out by search setup experts. Do you want to 
    continue?
  5. Click Yes.

  6. In the Current Value field, change the default value of N (No) to Y (Yes) to turn on the mass update feature and click Save and Close.