How to Bulk Edit Multiple Contacts on Web

Perform high-volume updates to save time and maintain database hygiene.

• Select Mode: Click the Checkmark icon at the top of your contact list.

• Choose Contacts: Check the boxes next to the individuals you wish to modify.

• Choose Action: A toolbar will appear at the bottom with four options:

  • Add to Group: Move multiple contacts into a specific category.

  • Add as Lead: Move the selected contacts into your active Sales Pipeline.

  • Schedule Follow Up: Set a mass follow-up task for the group.

  • Delete: Permanently remove the selected records from your account.