Bulk Edit Customers

Icon admin
2 min read

As a user, you can bulk assign customers to a campaign, managers, vendors, departments, category, status, and sub-status.

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

2. Tick the box to select the customers you want to update.

Bulk Edit Customer

3. Click on button.

4. A pop-up box will appear. It would display the number of prospects that you are about to edit.

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

Bulk Edit Customer

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

  • The Add radio button enables a new manager/vendor/department to be added or assigned with the selected customers.
  • The Overwrite button replaces the existing manager/vendor/department assigned.

5. Once done, click on