Web AppManaging Contacts
How to Bulk Edit Multiple Contacts on Web
Bulk update your contacts to groups, follow-ups, and leads
Perform high-volume updates to save time and maintain database hygiene.
- Select Mode: Click the Checkmark icon at the top of your contact list.
- Choose Contacts: Check the boxes next to the individuals you wish to modify.
- Choose Action: A toolbar will appear at the bottom with four options:
- Add to Group: Move multiple contacts into a specific category.
- Add as Lead: Move the selected contacts into your active Sales Pipeline.
- Schedule Follow Up: Set a mass follow-up task for the group.
- Delete: Permanently remove the selected records from your account.