What this gets you
- You update hundreds of contacts in one action instead of editing each one.
- Your data stays consistent, because everyone gets the same values.
Before you start
- Select the contacts yourself. Selecting everything isn’t supported for this action.
Steps
- Open Contacts and select the contacts.
- Open the bulk actions and choose Add custom fields under Manage records.
- Prepare one or more field-and-value pairs.
- Check how many contacts will be updated.
- Apply the values to all selected contacts.
Ideas to get more from it
- After an event or a screening round, mark all attendees with the same value.
- Set a field on everyone in a segment, then filter on that field later.
