Bulk updates

To update multiple contacts or organizations at one time you can perform bulk updates within the CRM. These updates can be completed from any list view within the CRM, (e.g. Action Stream, Contacts page, Activity page, predefined filters, or customized filters).

In this article:
Perform a bulk updates Overview of bulk updates Why some of the contacts selected in bulk are not updated?

Perform a bulk updates

1
To perform a bulk update within the CRM, select the appropriate contacts or organizations from any list view within the CRM.

OnePageCRM l list view of contacts l bulk update menu at the top

Note: If you have more contacts than the default number of contacts loaded in your settings, and you want to bulk update all of them, you can do so by clicking on the Select: all # contacts in filter link in the text that appears at the bottom of bulk update menu.

Notes: A list view is available from the Action Stream, Contacts page, Activity page, predefined filters, or customized filters.

2
At the top select the bulk update you wish to perform from the bulk update menu at the top → Advanced updates....

OnePageCRM l list view of contacts l bulk update menu at the top

Note: The Last activity filter in the Advanced search will not record bulk updates applied to contacts.

3
For advanced bulk updates select the 3-dots menu.

OnePageCRM l list view of contacts l bulk update menu at the top l select 3-dots menu l Advanced updates...

Overview of bulk updates

Bulk updates

Note: Subusers need to be given permission to perform some of these bulk updates:

  • Send emails
  • Change the contact owner
  • Delete contacts
  • Quick export
Advanced bulk updates

Note: Subusers need to be given permission to perform some of these bulk updates:

  • Enable Status label sync
  • Enable Tags sync

Why some of the contacts selected in bulk are not updated?

After using Bulk updates to modify multiple contacts, sometimes the number of contacts updated differs from the number of contacts selected and you get a notification: e.g. 1 contacts updated from 6 selected. Why?

This happens in the following scenarios:

Bulk updates

Date - Reschedule feature
  • When changing the date of a Next Action:
    • Only contacts with an existing Next Action that is assigned to the user performing the update will be updated.
    • Contacts with Next Actions assigned to other team members will not be updated.
Actions
  • If Complete Actions is selected: Contacts without Next Action will not be updated.
  • If Close sales cycle is selected: Contacts with closed sales cycles will not be updated.
  • If Close sales cycle with Closing Comment is selected: Contacts with closed sales cycles will not be updated.
  • If Delete Actions is selected: Contacts without actions or with closed sales cycles will not be updated.
    • Status
  • If the selected Status label is already assigned to the selected contacts: The contact's Status label will not be updated.
    E.g. Jane Doe has the Status label Lead already assigned and is selected in bulk to be updated to a Lead Status label, her Status label will not be updated.
    • Tags
  • If the selected Tag is already assigned for the selected contacts: The Tag will not be applied.
    E.g. Jane Doe has the Tag VIP already assigned and is selected in bulk to be updated with a VIP Tag, the Tag will not be applied to her.
    • Owner
  • If the selected Owner is already assigned to the selected contacts: The contact owner will not be updated.

    • Advanced bulk updates

    Lead source
  • If the selected Lead source is already assigned to the selected contacts: The contact's Lead Source will not be updated.
    E.g. Jane Doe has the Lead source Referral already assigned and is selected in bulk to be updated to a Referral Lead source, her Lead source will not updated.
    • Contact address
  • If you select If content already exists: Don't apply and if the selected contacts already have an address in the provided fields: The contact address will not be updated.
    • Organization address
  • If you select If content already exists: Don't apply and if the selected contacts already have an organization address in the provided fields: The organization address will not be updated.
    • Sync Status
    • The contact will not be updated and the sync will not be enabled:
      • If the sync for the Status label is already enabled for the organization.
      • If there is only 1 contact within the organization
    Sync Tags
    • The contact will not be updated and the sync will not be enabled:
      • If the sync for the Tags is already enabled for the organization.
      • If there is only 1 contact within the organization
    Contact Custom Fields and Organization Custom Fields
  • If you select If content already exists: Don't apply and if the selected contacts already have information stored in the Custom Field: The Custom Field will not be updated.
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