Bulk edit account to manage a more streamlined process

Quickly edit multiple accounts to keep your CRM organized and up-to-date with bulk edit enhancement. Update multiple account’s standard and custom fields to boost your team’s productivity.

Use bulk edit to:

Change account ownership from old to new team members
Categorize accounts into different territories
Changes to custom fields

Bulk edit fields like:

Owner
Address Fields
Phone Number
Description
Number of Employees
Annual Revenue
Industry/Vertical
Custom Fields

To enable this feature:

Users must be able to edit accounts to access bulk edit. This is managed by the “Edit” permission under Accounts in User/ Group permissions.

Note:

“Account Name” field is not editable in bulk, because it is used as a unique identifier
“Created date” and “Last updated date” are not editable.
“Account Owner” field is limited to users in the Admin group