Mass Edit Records

If you need to update the same field on multiple records, whether they are statuses, assigned reps, or many other fields, this is the best way to do so.

Find the records that you want to update and select them with the checkbox on the left side of your list view.

Click on Actions > Edit
The next screen will show and you can update the fields that you want to all be the same. (mostly done with Status or Assigned To)
Click Save - All records will update with the changes that you made.


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