Bulk Edit Customer, Contact and Company
Last updated
Last updated
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
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
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
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
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
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
