How can I act on multiple records at the same time?

You can take actions on multiple records at the same time on any of the list pages of your Sales application. What actions you can take depends on the records you select and the permissions you have. For example, select a group of sales leads from the list, and you might be able to qualify them, convert them, or delete them all.

Note: If some leads you selected are already converted, however, the convert action won't be available.

If you don't have delete permission, you won't be able to mass delete the leads. You can make mass updates in the list pages in different interfaces, including Oracle Sales in the Redwood User Experience, the classic Oracle Sales, and in Workspace.

For Oracle Sales, you select the records and click either the Update or the Actions button. In the classic Sales UI, you select the records, right-click and select the action you want to take from the menu.

Important: By default, Oracle Sales list pages have only a limited number of mass actions available. For example, only the Qualify mass action is available for leads. Your sales administrator must enable other actions in the Smart Actions work area of Application Composer. The smart action must include the following values:

• Mass Action: On
• Application: Sales
• UI Availability: List page