Using Bulk Edit

The bulk edit feature streamlines the process of editing or emailing multiple leads in the Contact Manager.

Bulk editing uses the results from lead search results, or multiple leads selected manually. This article will detail how to use the bulk edit feature.

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Article Contents

• Bulk Editing in the Contact Manager
• Bulk Editing Accounts

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Contacts

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Bulk Editing in the Contact Manager

If you have many contacts, you may want to group them together somehow. While you could edit the information of each contact individually, that could end up taking more time than you have. 

Instead, you can edit contact information in bulk. Bulk editing allows for multiple contacts to have their individual information edited together at once.

To use the bulk edit feature, do the following:

1. Click Contacts in the left toolbar. Optionally, create an Advanced Search, or use a saved search.
2. Hover over the desired lead and click the    selection checkbox next to the contact's name.
   
   
   Note: You can select all contacts by clicking the Select All button to the left of the edit options. You can reset your selections by clicking the Reset button. 
3. Select one of the available options in the search bar row:
   
   

   Click to enlarge.

   
   
   

   Icon		Option		Description
   		Send Email		Schedule an email to send to multiple leads.
   		Edit Contacts		Change the value of selected lead fields.
   		Edit Contact Tag		Set tags to multiple leads.
   		Assign Campaign		Assign an existing campaign to multiple leads.
   		Assign to		Assign an owner to be responsible for multiple leads.
   		Add to List		Add multiple leads to new or existing lists.
   		Assign to Account		Add leads to new or pre-existing accounts.
   		Assign to Personas		Assign an existing persona to multiple leads.

   
   
   Important: Assigning a campaign to a contact using Bulk Edit will overwrite the primary campaign, and push any previous primary campaign into a secondary campaign. This can result in the potential loss of your data!
4. Configure option parameters as necessary. Click Save or Send, depending on the option.
   
   

   Click to enlarge.

In addition, leads can be deleted individually or in larger groups. For more information on deleting individual or multiple leads, refer to Deleting Leads from the Contact Manager and Lists.

Bulk Editing Accounts

You can also apply edits in bulk to your many accounts. To use the bulk edit feature with accounts, do the following:

1. Click Sales > Accounts in the left toolbar. Optionally, search for accounts in the Filter Accounts search bar.
   
   

   Click to enlarge.

2. Hover over the desired accounts and click the    selection checkbox next to the account's name.
   
   
   Note: You can select all contacts by clicking the Select All button to the left of the edit options. You can reset your selections by clicking the Reset button.  
3. Select one of the available options in the search bar row.
   
   
   
   

   Icon		Option		Description
   		Edit Accounts		Change the value of selected account fields.
   		Edit Account Tags		Set tags to multiple accounts.
   		Assign To		Assign an owner to be responsible for multiple accounts.