The Bulk Update tool allows you to quickly update large volumes of your CRM records at all levels of the hierarchy. 

Prerequisites

  • You'll need the Bulk Update permission set within the User section of the Admin Portal here.
  • When updating fields using the Bulk Updater please note that only 1000 records can be updated at one time.

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:

  • Change Parent: Change the parent record on records selected. 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.
  • Delete Records: This will delete all records selected.

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