In HubSpot, you can edit your records in bulk. This includes your contacts, companies, deals, tickets, custom objects, and calls.
For example, you can edit records in bulk to:
Assign records to a user
Edit a property value for multiple records
Create tasks associated with records
Add records to a static list (Contacts and companies only)
Edit records from the object index page
Navigate to your records:
Contacts: In your HubSpot account, navigate to Contacts > Contacts.
Companies: In your HubSpot account, navigate to Contacts > Companies.
Deals: In your HubSpot account, navigate to Sales > Deals.
Tickets: In your HubSpot account, navigate to Service > Tickets.
Custom objects:In your HubSpot account, navigate to Contacts > [Custom object]. If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.
Calls: In your HubSpot account, navigate to Contacts > Calls.
In the table view, select the checkboxes next to the records.
In the board view for deals and tickets, hover over a record, then select the checkbox. Once one record card is selected, checkboxes will appear on all remaining cards for you to select.
To select all of the records on your current page or pipeline, select thecheckbox at the top left of the table or board. In table view, to select all of the records in the view, click theSelect all [number] [records] link.
At the top of the table, select from the following actions:
Create tasks: select to add a task to each selected record. In the right panel, enter values to create your tasks. This option will only create tasks for records selected on the current page, even if all records, including those on other pages, are selected.
For company records, at the top of the table, you can also select Add to Static List. In the dialog box, click the Search dropdown menu and select the static list you want to add the companies to, then click Add.
For contact records, at the top of the table, you can also select: