Mass functions in Impel help you perform common activities multiple accounts, contacts, etc with very few clicks. Instead of performing the same operation one by one on multiple records, you can perform them on a set of selected records with this functionality. The common supported Mass functions in Impel are:


  • Mass Deactivate
  • Merge
  • Mass Update

These functions are available for Opportunities, Accounts and Contacts. In addition for Contacts, Impel lets you send Mass Email and Mass SMS.

To access the Mass Functions, click on the Tools button on the top right hand corner on the Accounts, Contacts, Opportunities and Leads pages.


Mass SMS


You can use this feature to send out an SMS / text message to selected customers. First, select the template that you want to send from the list of SMS templates. Next, click on "Filter your data" to choose exactly who you want to send the SMS to by selecting the criteria that you want and clicking on the "Search" button. On the list of customers that appears, you can also click on the exact users that you want to send the SMS out to by just clicking on the selection box next to the user's name. Clicking on the "Send!" button will send out the selected template SMS to all the people that you have chosen.


Mass Email:


Mass Email works exactly the same way as Mass SMS. The only difference is that you would select an Email template instead of an SMS template and your chosen contacts would receive an Email as opposed to an SMS text message.


The Mass Email functionality also supports a schedule mechanism, where you can schedule bulk emails to be sent at a scheduled time. Impel provides a set of pre-defined and standard email templates while you can also build your own email template. With the advanced email statistics available in Impel, you can also gain insights on the click through and bounce rates.


Mass Update:

Use this function to modify / add a value to a single field on multiple records. Let's say you wanted to change the value of the Location field for all Opportunities in a specific Location because the name of the Location had been changed, here's how you would do it:



Mass Deactivate:


Maintain the data quality in your system by deactivating data which is no longer relevant to your business. This data could be test records or data which has not been imported into Impel correctly.


Just as in Mass Update, you can use the Filters to Search for the exact records that you want to Deactivate. Then click on the Mass Deactivate button to deactivate those records.

Note: Please select the data that you want to Deactivate very carefully. You WILL NOT be able to get back the data that you Deactivate.

Mass Merge:
Mass Merge allows you to merge data from multiple records into a single record. Say you have two contact records for the same person and different pieces of information have been entered on each of these two records. You can use the Mass Merge function to merge the data between the two records. You need to select which record will be updated after the Merge operation. After you merge the records, only a single record will be left.