Update multiple contacts in bulk
To update multiple contacts or organizations at one time, you can perform bulk updates within the CRM.
These updates can be completed when contacts are displayed in a list with checkboxes within the CRM (e.g., Action Stream, Contacts page, Activity page, predefined filters, or customized filters).
In this article:
| Perform a bulk update |
| Overview of bulk updates |
Perform a bulk updates
💡 Select the top checkbox → click Select all # contacts in filter to include the remaining contacts.
💡 The Last activity filter in the Advanced search will not record bulk updates applied to contacts.
Overview of bulk updates
Jump up to Article's Overview ⮝Here are the links to all bulk updates you can perform in OnePageCRM.
Here are the links to advanced bulk updates you can do in OnePageCRM.
💡 Subusers need to be given permission to perform some of these bulk updates:
- Enable Status label sync
- Enable Tags sync
- Send emails
- Change the contact owner
- Delete contacts
- Quick export