The Bulk Update tool allows you to quickly update large volumes of your CRM records at all levels of the hierarchy including standard and custom fields.
Prerequisites
You'll need the Bulk Update permission set within User Management.
Step 1: Navigate to Further Options Menu
The Bulk Update tool can be accessed by clicking the further options menu (three dots) and clicking on the Perform Bulk Action option from a Report.
Step 2: Select Records
By clicking on the Perform Bulk Action option you can then select the records you wish to update from the Report, whether that be all or a select few.
Once happy with your selection, click 'Choose Action'.
Within the Bulk Action Tool you have three different options:
Move Records (Change Parent): Move the records to be under a different record. For example, moving all Opportunities from one Contact to another.
Update Fields: Change a particular field on records selected. For example, update all Sales Person on the Opportunities from a previous employee to a new starter in your Sales team. Custom fields are included.
Update Tags: Add or Remove tags set on the records.
Delete Records: This will delete all records selected.
Restore Records: This will restore all records selected to be active if deleted.
For Contact records you'll also have the option to:
Mark as 'Left Company': Marking the selected Contacts as left company.
Convert to B2C: If you have B2B records, this will convert them to B2C records.
Convert B2C to B2B: This will change the B2C records to be B2B records.