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 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 update |
| Overview of bulk updates |
Perform a bulk updates
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 the bulk update menu.
A list view is available from the Action Stream, Contacts page, Activity page, predefined filters, or customized filters.
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