List operations

Livespace offers you an opportunity to carry out mass changes across multiple list elements by List operations option. Every list, regardless of whether it is a list of tasks, contacts, deals or spaces, supports the List operations option, however, the types of operations you can perform are different for each of them.

Types of available list operations

In Livespace you can find the following List operations:

On the lists in the Contacts section:

  • Select all marks or unmarks all the contacts on the list.
  • Remove move all the marked contacts to the Removed list.
  • Restore removed elements to undo the process of removing contacts.
  • Add to group – add multiple contacts to a specific group.
  • Add tags – allows to tag marked contacts.
  • Merge – merge selected contacts (most often these are duplicates) into one contact.
  • Create deals – creates deal processes associated with selected contacts.
  • Change owner – allows to mass change the user who owns selected contacts.
  • Add tasks from template – add task, to remember to call/email or meet with a client.
  • Add tags to ties – assigns tags to specific ties.
  • Edit additional field – allows editing additional fields in multiple contacts at once.

On the list in the Tasks tab:

  • Select all – selects or deselects all the tasks on the list.
  • Mark as done– allows the mass mark the tasks that have been completed.
  • Mark as undone – useful when you want to mark a lot of unexecuted tasks.
  • Change the person responsible – change a person responsible for the task.
  • Remove – permanently removes selected task.

On the list in the Deals tab:

  • Select all – selects or deselects all deals on the list.
  • Remove – move marked deal processes to the Removed list.
  • Restore removed elements – restores the deals moved to Removed.
  • Add Tags – allows tagging many tasks simultaneously.
  • Add tags to companies – allows to tag companies that are mentioned in the selected deal processes from the deal’s list level.
  • Grant access – gives you the opportunity to share many deals with selected employees.
  • Change status – mass changes the deal status (for example Open to Won).
  • Change owner – lets you assign a new owner to selected deals.
  • Add tasks from a template – add a task, to remember to call/email or meet a client connected with this deal.
  • Add tags to ties – assigns tags to specific relations.
  • Edit additional field – allows editing additional fields in multiple deals at once.

On the list in the Finances section:

  • Select all – selects or deselects all processes on the list.
  • Remove – permanently removes the selected processes.

On the list in the Spaces tab:

  • Select all – selects or deselects all spaces on the list.
  • Remove – allows you to delete selected spaces.
  • Restore removed elements – moves the removed spaces from the Removed list to the main list of spaces.
  • Add tags – allows tagging many spaces simultaneously.
  • Grant access – gives you the ability to give access to many spaces for the selected employees of the company.
  • Add tags to ties – assigns tags to specific relations.
  • Edit additional field – allows editing additional fields in multiple spaces at once.

Good to know

Don’t see some operations concerning ties or additional fields? It might mean that ties were not set up or additional fields weren’t added.

Performing List operations

If you need to make massive changes to a number of elements, for example – on the list of people in the Contacts tab:

  1. Go to the list. listofpeople
  2. Select the option List operations from the list header.listop1
  3. There will be operations available for the given list.listopexpand
  4. By default, you’ll find all the items on a list selected. To deselect them, click on Select All.listopexpand
  5. Then select precisely those elements that you want to change.selectall
  6. Choose the operation you want to perform, for example Remove.remove
  7. Livespace will ask you to confirm the operation.doyoureally
  8. You will receive a confirmation of changes made.selectedoperation

In a similar way, you can perform the other list operations on every list available in Livespace.