We’ve added bulk edit as a convenience feature to Managing Leads, Accounts, and Deals via the List Layout. Popular bulk edits so far are:

  • Tagging a set of leads / contacts with different personal interests e.g. Golf, Skiing, etc.
  • Moving ownership of accounts or leads / contacts from person A to person B e.g. Move all of John’s deals to Rick
  • Bulk change of a custom field to auto-email prospects e.g. Change a field like “Monthly Newsletter” to “September,” triggering an automation to send out an email newsletter

What will you use bulk editing for? Send us a chat and let us know!