How to Bulk Edit Multiple Contacts

Learn how to manage your database at scale by updating groups, lead statuses, and follow-ups for multiple contacts at once.

Phase 1: Selection & Grouping

Efficiency starts with grouping your contacts so you can target your communication effectively.

• Navigate to Contacts: Click the Contacts tab in the sidebar to view your list.

• Enter Selection Mode: Click the Select button at the top of the list.

• Toggle Contacts: Check the boxes next to the individuals you wish to edit.

• Assign Groups: Click Add to Group and choose a category (e.g., "First Time") to organize your selection instantly.

Phase 2: Lead Conversion

Move multiple contacts into your active sales pipeline with just a few clicks.

• Mark as Lead: Click the + Add as Lead button to convert your selected contacts.

• Determine Status: Set the lead status (e.g., New Lead) to ensure your pipeline reporting remains accurate.

Phase 3: Automation & Ownership

Ensure long-term engagement by setting up reminders and assigning team members.

• Schedule Follow-Up: Click Schedule Follow Up to set a recurring task for the entire group. Define the method and frequency.

• Assign Agent: Click the Agent icon to delegate these contacts to a specific team member for personalized management.

• Finalize: Review your changes and confirm to apply the bulk updates across your database.