Contacts

How can I bulk edit Contacts, Companies, or Deals in the CRM?

Last updated: December 16, 2016

Available For:

Marketing: N/A
Sales: Free, Professional

You can bulk edit any contact, company, or deal property in the CRM. It is not currently possible to bulk edit Tasks.

 

To bulk edit a property:

  • Navigate to Contacts, Companies, or Deals.
  • Tick the checkbox next to the records you'd like to edit.
  • Click the More dropdown and select Bulk edit.  

bulk_edit_properties

  • Select the property you'd like to edit from the Property to update dropdown.
  • In the field that appears, set a new value for this property.
  • Click Update.

If you would like to select all of the contacts on a page, check the Select All checkbox. To select all of the contacts in the entire view, click the Select all X contacts link.