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