How do I bulk update the contact records?

Updated on August 21, 2017 10:25PM by Admin


Bulk Update allows you to edit Contacts records simultaneously. For instance, you want to edit a couple of the contacts from decision makers to e-commerce users. Instead of changing each record manually, you can select those records and change the user to e-commerce and click on update. All this happens with a few mouse clicks.

Steps to Execute Bulk Update

  1. Login and access Contacts App from your universal navigation menu bar.
  2. Click on “Show All” from the “Lists” drop down from left navigation panel.
    Show All
  3. Select the bulk contacts by checking on the "Check box" against the required contacts.
  4. Once you select more than one contact, “Bulk Actions” drop down gets available.
    Check box Contacts
  5. Click on “Update” drop down to view all possible actions.
    update actions
  6. To update a bulk contacts with similar tag for those contacts then you select “Contact Details -> Tags” from drop down menu.
    Contacts - Tag
  7. Now “Bulk Action : Tags” popup emerges and select a tags or multiple tag for those contacts.
  8. Click on “Update” button, to complete.