Bulk modify gives users the option to update prospects and accounts on a mass scale. It's a way to modify custom fields, owners of prospects or accounts, or set time zones, etc...
Bulk Modify is located in the list view within both the Prospects or Accounts sections. Simply check the items from the list you wish to edit and select the pencil icon from the toolbar.
Once you hit the pencil icon, you'll see a new window open and you will be able to click on that field and see all the options you can modify.
Once you have selected what you would like to change from the drop-down menu, you will add the change and hit the 'Update' button:
Once you hit update all those selected prospects or accounts will change the field.
Here are some ways you can leverage this capability:
- Update Custom Fields to Activate Triggers. In one action, modify custom fields to any number of Prospects or Accounts to activate your existing Triggers. This allows you to instantly apply the Trigger's workflow rules.
- Set Time Zones. Search prospects by city or state to assign the appropriate time zone so your emails are sent based on your prospects' location.
- Ownership. Quickly assign an owner to specific accounts or a list of prospects to set up your engagement strategy.
If you run into any issues, please just let us know by emailing firstname.lastname@example.org