Mass Edit 

Mass Edit allows a user to change the values in multiple fields of multiple records directly from the listview.

 How to perform Mass Edit action on records?

let us take the example of the Leads Module to perform mass edit action follow the steps given below :

  1. Go to Main Menu > Marketing > Leads Module
  2. Select the records from the list view by clicking on the checkbox. 
  3. The count of selected records will be visible on the top of listview.

  4. Click on the "Edit button".

  5. On the " Mass Editing "page provide the information and click on the Save button.

Was this article helpful?

Can't find what you're looking for? Submit Ticket