Do you have a user who has been promoted or left the company? Do you have old records that you’d like to move back to another stage? Bulk Change allows you to easily re-assign multiple records, change their stage, or delete the records.

**WARNING** Bulk changes cannot be undone. This includes deletions. **WARNING**

Bulk Re-Assign Records to another Owner

If you want to see a group of leads that are in a territory or assigned to a specific owner, then change the owner.

1. Select the List view and choose either LIST or PIPELINE.
2. Apply filters to isolate the records you'd like to re-assign. Example: Filter for a specific territory or field rep if you are looking to reassign their leads to another rep.
3. Select BULK CHANGE (# RECORDS).
4. Choose the RE-ASSIGN action.
5. Choose the new owner to whom you'd like to re-assign the records.
6. Enter REASSIGN to confirm the change, then select YES, REASSIGN.

Bulk Change the Stage of Multiple Records Simultaneously

Quickly rollback or advance the stage for a group of selected records.

1. Select the List view and choose either LIST or PIPELINE.
2. Apply filters to isolate the records you'd like to change. 
3. Select BULK CHANGE (# RECORDS).
4. Choose the CHANGE STAGE action.
5. Choose the stage you'd like to apply to the records.
6. Enter CHANGE to confirm the change, then select YES, CHANGE.

Delete Records en masse

Do you want to clean out old accounts, have clean slate to start canvassing a specific neighborhood again, or remove leads created by a specific user? Easily delete a group of records from your account. 

1. Select the List view and choose either LIST or PIPELINE.
2. Apply filters to isolate the records you'd like to delete. 
3. Select BULK CHANGE (# RECORDS).
4. Choose the DELETE RECORDS action.
5. Enter DELETE to confirm deletions, then select YES, DELETE.
**WARNING** Deleted records cannot be restored.

Bulk Change from Map View

Change the stage or assignment of leads in a specific map area with Bulk Change from Map View.

1. Navigate to the Map view and find the area on the map where you’d like to change or delete records.
2. Apply filters if you only want to see specific records on your map.
3. Use the Lasso tool on the map to drop your boundary points around the records you'd like to change.
4. Select an action, e.g. RE-ASSIGN or DELETE RECORDS.
5. Confirm the action.

FAQ

Can Bulk Changes be undone?

No, bulk changes are not able to be undone at this time and deleted records cannot be restored. Please double-check the information and filters before confirming a bulk change. 

Will I be able to see what Bulk Changes have occurred?

You will be able to see if a record has changed ownership or stage in the record's history. The Activity Feed will also reflect that a bulk change was performed.   

Can I create a territory with a bulk change?

No, the bulk change feature is different than creating a territory. If you’d like to learn more about how to build territories, please click here.
 

Am I able to Bulk Change on Mobile?

No, at this time bulk changes are only available on our Web platform.