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Using Bulk Edit

Article: 000050386
Updated: November 6, 2023

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.

 
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.

Important: Changes made via bulk edit will not trigger automations.

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  checkbox-unchecked.png  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:

    Using Bulk Edit

     

     

    Icon

     

    Option

     Description

    send.png

     

    Send Email

     

    Schedule an email to send to multiple leads.

    12pencil.png

     

    Edit Contacts

     

    Change the value of selected lead fields.

    tags.png

     

    Edit Contact Tag

     

    Set tags to multiple leads.

    megaphone.png

     

    Assign Campaign

     

    Assign an existing campaign to multiple leads.

    lead.png

     

    Assign to 

    Assign an owner to be responsible for multiple leads.

    list.png

     

    Add to List

     

    Add multiple leads to new or existing lists

    12more.png

     

    Assign to Account

     

    Add leads to new or pre-existing accounts.

    12more.png

     

    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.

    Using Bulk Edit

     

Note: Salesperson roles will see all leads but are only able to take action against leads they own. For leads that are not theirs, the bulk edit options will be transparent.

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.

    Sales Contacts

     

  2. Hover over the desired accounts and click the  checkbox-unchecked.png  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.

    Bulk Edit Feature
     

    Icon

     

    Option

     Description

    12pencil.png

     

    Edit Accounts

     Change the value of selected account fields.

    tags.png

     

    Edit Account Tags

     Set tags to multiple accounts.

    lead.png

     

    Assign To

     Assign an owner to be responsible for multiple accounts.
 


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