CRM Bulk Edit

What is CRM Bulk Edit?

There will be times when you will want to edit a specific data field for more than one client at a time.

How do I use CRM Bulk Edit?

CRM Bulk Edit gives you the power to select multiple Contacts using the individual selector or even update entire Circles using the Circles selector.

After you make your selection of which Contacts you would like to edit, you can then scroll down and enter data in the fields that you want to change.

If you need to remove a value from one of the fields then you will select the Empty Value checkbox associated with that field.

When you have completed the configuration, double-check everything and then scroll down and click Save.

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