Updating in bulk
Update multiple companies, contacts, or deals at once instead of modifying them one by one.
With bulk actions, you can update properties (e.g., change company name for all selected records). You can also assign companies and contacts to Inperium users. This feature works the same way for companies, contacts, and deals.
To update records in bulk:
- Go to your Companies, Contacts, or Deals page.
- Select the records you want to edit. You can either select the checkboxes next to them or select a range with SHIFT-click (or CMD-click on macOS).
- Select Bulk action and choose either Update or Assign.
- Specify the user you want to assign the object to (in case of bulk assignment) or specify the property and its new value (in case of bulk adjustment).