How do I edit many records at once?

Select records in a table and act on all of them at once: set a field, change the owner, create tasks, export, enrich or delete.

Step by step

1. Open People (or any other object) and tick the box at the start of each row you want to change.

2. A bar appears at the bottom with the number of selected records and its actions. Click Bulk edit.

3. Pick the field to change, for example Job Title. Type in Search fields... to find it faster.

4. Type the new value and click Apply: it replaces the value on every selected record. Clear empties the field on all of them instead.

Good to know

• Hold Shift and click a second row to select every row in between. The box in the header selects all loaded rows.
• When more records match than you selected, the bar shows Select all with the total: it selects every record of the current view and filters, up to 8,000.
• What Bulk edit shows depends on the field:
  • Text, email, phone, links and numbers: type a value, then Apply.
  • Checkbox: Set Checked or Set Unchecked.
  • Select: clicking an option applies it at once. Clear Selection empties the field.
  • Multi-Select: tick options, then Add to existing keeps the current values. The arrow next to it has Replace all, Remove from records and Clear all values.
• Fields you can't change in bulk: formulas, read-only fields, and a unique identifier (such as Email) on more than one record at a time.
• The other buttons of the bar, from left to right: Merge (exactly 2 records, or press M), Export selected records, Enrich selected records (only when enrichment is on for this object; it uses tokens), Create tasks from selected records, Set Owner and Delete, which asks you to confirm.
• There is no bulk email or sequence from the selection.

Related

• How do views, filters and favorites work?
• How do I make a static list of records?
• How do I merge duplicate records?
• How do I enrich one record or a selection?