We just created a custom field (lead type) that appears on leads and deals. Is there a way to do a bulk upd ate to se t this value on a group of records at one time?
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02/17/2014 20:30:14
We just created a custom field (lead type) that appears on leads and deals. Is there a way to do a bulk upd ate to se t this value on a group of records at one time?
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07/25/2014 20:39:17
I need to bulk update deal stage - please advise where to do this...
I select all the ones I wish to update and there appears to be no way to change status in bulk. Please advise |
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07/29/2014 18:08:31
Thanks
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08/01/2014 19:39:35
Super - being able to edit all fields in bulk is something I would add my vote to, since we are constantly updating our systems.
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08/04/2014 11:47:20
Thanks Timothy!
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12/29/2014 10:15:44
Hi,
Just read through the forum and was wondering when the mass update option would be available? |
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12/29/2014 11:57:40
Hi Naveen!
Can't say for sure, not in the short-term plans for this spring release. Best, Yana. |
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02/06/2015 12:11:38
Hello Yana, this feature is critical. thanks for considering. Best, Frederic
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03/04/2015 13:22:15
+1
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03/04/2015 16:00:42
Hi Sergio, thanks for your vote!
Yana. |
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05/29/2015 12:31:55
I also need this feature urgently. There are so many use cases for this bulk updating of fields ... can't you suggest a workaround?
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11/23/2015 13:15:50
+1
Is there any hope this feature will be implemented some time near? As you can see there are many companies that need this, essentially. |
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11/23/2015 16:44:26
Hi!
Thanks for the votes, unfortunately can't advise any time frame at the moment. Best, Yana. |
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06/08/2016 13:32:10
Hi Jon,
Thanks for your vote on this option. (unfortunately not scheduled for this summer update) Best, Yana. |
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08/16/2016 22:21:28
+1
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08/18/2016 14:21:16
Thanks for the vote, Lucio!
Best, Yana. |
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01/05/2017 12:59:44
Is there any updates on the bulk updates of CRM fields at a stretch?
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01/10/2017 18:55:53
Hi Praveen,
No, I'm afraid. This option has been added yet. Best, Yana. |
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01/11/2017 15:05:20
Hi Ken,
Thanks for the suggested scenario. Best, Yana. |
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06/08/2017 15:10:56
Your solution is doable. Filter the CRM data which needs to be updated. Export this data to a csv-file. Open the csv-file and edit (or add) the data. Import the CSV-file and choose in the 3rd import step 'Duplicate Control' for the 'Replace' option. Done. |
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