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How To Bulk Edit Contacts
How To Bulk Edit Contacts

How to edit contacts in bulk to add/remove tags, lists, and more.

Updated over a week ago

You can bulk edit contacts by going to contacts, then selecting edit all on the top left.

However, you may want to filter by certain conditions first. To do that, use the filter options on the top right such as list, tag, or status. You can also click on the search box to do an advanced search on any field item. Watch the video below to learn more.

Sample Situation:

  • You wanted to create a list of contacts based on their most recent inspection because you like to send an email to those who haven't done business with you in 2 years. How are you going to find these contacts and add them all to an email list?

Watch the video to learn more:

  • You wanted to give deals in different pipelines a tag. How will you look for these deals in the different pipelines, and how will you tag a lot of them at once?

Watch the video to learn more:

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