Mass Update Function

Mass updates are done regularly by site administrators to keep data organized and manageable. Common mass update actions include assigning or re-assigning ownership of data, updating record statuses, and updating campaign assignments.

The Mass action button is located at the bottom of each of the major record list pages. These are a series of actions that can be applied to an entire list of records at once.

Mass Update Option List
Mass Update Option List


To use these mass action links, you’ll need to run a Search. Once your list is compiled, you can then run a mass update to the entire list at once, or optionally to a select few of the items using the Mass Action Checkboxes. Use the small check mark icon on the top left of the leads list, just to the left of the Actions section to mark individual records to receive the mass update.

Mass Action Check Boxes
Mass Action Check Boxes

After selecting the records you wish to update, or if you know you want to mass update the entire list, select the item you wish to mass update in the Mass Update dropdown. The system will then present a dialogue to complete the update actions.

Mass Update Dialogue
Mass Update Dialogue

Enter or select the new data set, and then choose whether you want to update all of the search results, or just the select few you marked with your action checkmark.

When done, click Update Items, and the system will perform the mass update. After completing the mass update, the system will return you to the list page screen**.

**Please note: If you mass update a list of records, those records may no longer meet the search criteria you used prior to the update, and as such they will not appear in the list after being updated. You’ll need to run a new search to find the data you just updated using the new set of criteria.

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