Bulk Edit Customer, Contact and Company

Bulk edit customer

Go to Sales and click on customer

On the customer page, click on the list view

In list view, select the record that you would like to edit in bulk

As you select the records, the edit and delete buttons will be enabled

Click on the Edit button

Select the value in the pop-up and click on the + button

Select the billing city and click on save

A new city will be added for the selected records

Bulk delete customer

Go to sales and click on customers

On the customer page click on the list view

Select the records that you would like to delete

As you select the records edit and delete buttons will be enabled

Click on the Delete button

Give your confirmation in the pop-up and the record will be deleted

Bulk edit contact

Go to sales and click on contacts

On the contact page click on the list view

In the list view select the records that you would like to edit

As you select the records edit and delete buttons will be enabled

Click on the edit

Select the value in the pop-up and click on the + button

Select the assigned to member and click on save

New assigned to members will be changed for the selected records

Bulk delete contact

Go to sales and click on contacts

On the contact page click on the list view

In the list view select the records that you would like to delete

As you select the records edit and delete buttons will be enabled

Click on delete

Give your confirmation in the pop-up and the record will be deleted

Bulk edit company

Go to sales and click on the company

On the company page click on List view

In the list view select the records that you would like to delete

As you select the records edit and delete buttons will be enabled

Click on edit

Select the value in the pop-up and click on the + button

Select the industry and click on save

The industry will be changed for the selected records

Bulk delete company

Go to sales and click on company

On the company page click on the list view

In the list view select the records that you would like to delete

As you select the records edit and delete buttons will be enabled

Click on the Delete button

Give your confirmation in the pop-up and the record will be deleted