Tick rows and act on several at once
Select businesses or directors in a table, then add them to a list, send them on, check them now or export.
You will have several rows ticked and an action bar offering what you can do with them.
Steps
- Tick the box at the left of each row. The box in the header row ticks every row on the page.
- A bar appears showing "N selected" and the actions.
- Click an action.
Press the cross at the end of the bar, or the Escape key, to clear the selection. Changing page, filters or area also clears it.
The actions
| Action | Where it shows | What it does |
|---|---|---|
| Add to list | Businesses and Directors | Puts the ticked rows on a list you choose, or on a new one. See Add businesses to a list. |
| Send to… | Businesses and Directors | Opens a box to send them to an email campaign, the caller console or a LinkedIn campaign. See below. |
| Check these now | Businesses only | Runs Enrich now on up to 25 of the ticked records. See Enrich now: what it does, costs and how long it takes. |
| Export | Businesses and Directors | Opens the export sheet for the ticked rows. See Export businesses to a CSV file. |
Send to…
This hands a selection to another part of Adapt. The box offers three places:
| Place | What it does |
|---|---|
| An email campaign | Adds them to a campaign in Adapt Outreach. Drafts wait for your approval. See Build your first email campaign. |
| The caller console | Makes one list for your callers, with every number we hold for each business. |
| A LinkedIn campaign | Marked Not connected yet in this box. Add people to a LinkedIn campaign from the LinkedIn pages instead. See LinkedIn campaigns. |
Limits
- You can tick only the rows on the page in front of you. To act on more, raise Rows per page to 200, or use a list.
- Check these now takes the first 25 ticked.
- Add to list takes up to 500 at a time and does it in batches if you tick more.
- Exporting a business that is not revealed does not put it in the file. See What counts as an export, and what is free.