How do I apply mass update to accounts and contacts?

You can use the mass update feature to update multiple accounts and contacts at the same time. For example, you might want to change the primary contact or owner on multiple records without having to go into each record and make the changes.

Among the fields that you can update for accounts are:

• Type

• Primary Contact

• Owner

• Industry

• Sales Profile Status

Among the fields that you can update for contacts are:

• Favorite Contact

• Job Title

• Prefix

• Account

• Owner

Note: Your administrator must enable this feature before it's available in the application.

Steps to Apply Mass Update

Here's how to update several fields on multiple accounts or contacts at once:

1. Navigate to the Accounts or Contacts landing page.

2. Search for the records you want to update.

3. Click Update from the Actions menu.

4. Select the records that you want to update and click the Update button.

5. Select the fields and assign or enter values for them. Keep in mind:

   • If you want to update a field that has a parent field, then the value of the parent field must be the same across all child records selected for mass update.

   • You can't apply mass update to conditionally updatable fields.

6. When you're done making updates click Submit.