The bulk edit feature streamlines the process of editing or emailing multiple leads in the contact manager by using the results from saved, recent, new advanced search results set, or multiple leads selected a la carte. You can edit multiple contacts' information or tags, assign a campaign, persona, or account to them, add the leads to a list or create a new one, along with sending bulk emails.
The following User Roles have access to use the bulk edit feature
- Marketing Manager
- Company Manager
- Sales Manager
- Jr. Salesperson
Follow these steps to perform a bulk edit.
Step One: Create an Advanced Search or use a saved one.
If you need help using this feature, review the article Creating an Advanced Search in Contact Manager.
Step Two: Select two or more contacts, (or click the select all checkbox at the top of the contact list), then on the right end of the header line, click the options gear.
NOTE: If you are in a Salesperson role you will see all leads but you are only able to take action against leads you own. For leads that are not yours, the bulk edit options will be transparent and if you hover over it there will be a tooltip.
Step Three: On the drop-down, choose one of the options. Information for each option is listed below.
You can select a single or multiple lead fields or single or multiple custom lead fields and change the value.
Edit Contact Tag(s)
You can add or remove tags to multiple leads at one time based on the advanced search results.
You can assign a Campaign to multiple leads at one time based on the advanced search results.
Be sure the campaign you want to use already exists. If you need help creating a campaign, review the article Creating a Campaign.
You can assign a persona to multiple leads based on the advanced search results.
Be sure there is a persona created before you try to assign the leads to it. For help creating a persona, refer to the article, Creating a Persona.
Leads can be added to pre-existing accounts or a new account can be created from this feature. In the context of the CRM, the account is the entity that leads are organized under.
Example: Walmart would be an example of an account, and there will be multiple leads associated with that account.
Add to List
You can add multiple leads to an existing list or create a new static list.
Send an Email
You can select and schedule an email to send to multiple leads from the advanced search.
If you need help creating an email, review to the article Creating and Editing Emails.