You can perform a bulk update to selected Contacts within the Address Book.

Simply select the individuals that you would like to update in the list, and hover over the Action menu item in the toolbar to view your options.

  • Assign Primary / Secondary Account Manager
  • Update the Sales Process / Stage
  • Create a Communication Log Activity
    • New Email
    • New To Do
  • Add selected to a Target List
  • Apply a Tag

Please Note:

  • Bulk updates are limited to 50 Contacts at one time.
  • Updates will only be performed for the current page viewed in the list (up to 50). The system will not maintain selected Contacts on multiple pages.

Bulk Actions Updates1

See Communication Log for more details on Communication Log Activities