How to Bulk Edit Multiple Records

How to Bulk Edit Multiple Records

When you need to update many records at once — reassign a batch of leads, change the stage of several deals, or update a field across dozens of contacts — bulk editing saves you from opening each record individually.

Selecting Records

1. Navigate to any entity list (e.g., Contacts, Leads, Opportunities)
2. Click the checkbox next to each record you want to edit
   • Or click the top checkbox to select all records on the current page
3. A toolbar appears at the top showing how many records are selected

Performing a Bulk Edit

1. With records selected, click Edit in the selection toolbar
2. A bulk edit panel opens showing available fields
3. Choose the field you want to change (e.g., Owner, Stage, Status)
4. Set the new value
5. Click Apply to [N] records
6. Confirm the change

All selected records are updated simultaneously. The changes appear in each record’s audit log.

Common Bulk Edit Scenarios

• Reassign ownership — Select leads and change the owner to a new sales rep
• Update status — Mark multiple tasks as completed
• Move pipeline stage — Advance several deals to the next stage
• Add a tag — Tag a batch of contacts with a campaign label
• Deactivate records — Set multiple records to inactive

Bulk Delete

1. Select the records you want to remove
2. Click Delete in the selection toolbar
3. Confirm the deletion

Deleted records can be recovered from the archive if needed.

Tips

• Filter first, then select — Use filters to narrow the list before selecting, so you only affect the right records
• Start small — Test your bulk edit on a few records first to make sure the result is what you expect
• Check permissions — You can only bulk edit records you have permission to modify

Next Steps

• Export Your Data as CSV
• Create a Saved View
• What Is Record Ownership?