How can I Perform Bulk Actions in Contacts App?

Updated on March 4, 2019 01:04AM by Admin

Bulk actions allow you to edit several contacts simultaneously. These bulk actions are available in all list views in the Contacts App, as shown below:
Bulk Action Drop Down

What bulk actions are available?

  • Update
    • Contact Details
    • Additional Information
    • Ref App fields
  • Email – Send an email to the selected contacts.
  • Export – Export selected contacts to an excel file with "All Fields" or "Current View".
  • Add to Target List – Add selected contacts to the target list.
  • Delete – Delete the selected contacts. But you can’t delete those contacts are associated with other apps.

How can I execute a bulk action in Contacts App?

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Select “Show All” button from the left navigation panel.
    Show All
  3. Select contacts you would like to modify. 
  4. We have selected "Marry Ann" and "Jake D' Andrew" to update using bulk actions. 
    Selected Bulk Action
  5. Once you select a few contacts, “Bulk Actions” button gets enabled. Click on the button to view all the possible actions. 
  6. Let’s say, we want to send email to contacts. Select “Email” from the drop-down menu. 
  7. You can view "Send Email" popup page, as shown in the image below: Sending Bulk Email
  8. Click on the “Send” button to complete.
  9. Similarly, you can perform several bulk actions on a set of opportunities.

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