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The MBC CMDB can perform robust batch processing tasks with just a few clicks.

Batch Processing Key Features

Batch Assign History
  • Assign a past activity to a group of contacts.
  • Example: Find all existing customers and insert in their history that you mailed them the brochure on the new widget.



Batch Assign Follow-Ups
  • Assign a follow-up to a group of contacts.
  • Example: Find all existing customers and create a new follow-up to call and discuss the brochure/widget mailer (includes feature for available days and number of contacts per day).



Batch Assign Keywords
  • Assign a keyword to a group of contacts.
  • Example: Find all existing gadget customers and assign a keyword to make them a widget prosepct.



b>Batch Remove Keywords
  • Remove a keyword from a group of contacts.
  • Example: Find all the widget prospects and remove widget prospect from their keyword set.

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