Bulk Edit Contacts

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2 min read

As a user, you can bulk assign contacts to a campaign, managers, vendors, departments, or lists.

1. To bulk edit, go to the  ‘Contacts’ section.

2. Tick the box to select the contacts you want to update. You may also select the overall Contact List and perform Bulk Action.

Bulk Edit Contacts

3. Click on thebutton.

4. A pop-up box will appear. It would display the number of contacts that you are about to edit. You may also Covert Contact to any other entity like Lead, Prospect, and Customer through the Convert radio button is also available for Bulk Editing.

Bulk Edit Contacts

5. Simply click on the drop-down option on the category you wish to associate with your contacts. You can assign a bulk of contacts to a Campaign, Managers, Vendors, Departments, and List.

saphyte bulk edit

Make sure that you have set up your list (Campaign, Manager, Vendors, Departments, or Lists) before assigning your contacts to a certain category.

The Add radio button enables a new manager/vendor/department to be added or assigned with the selected contacts.

The Overwrite button replaces the existing manager/vendor/department assigned.

5. Once done, click on.