Bulk edit and CSV import
Two ways to work at scale: Bulk edit existing records, and CSV import new ones.
Bulk edit
Section titled “Bulk edit”- On a list (Pipeline, Opportunities, Leads, Contacts), tick the rows you want — or select all.
- Choose Bulk edit….
- Set the field(s) to apply and confirm. The change is written to every selected record.
CSV import
Section titled “CSV import”- On the list, select CSV import.
- Upload the file and map its columns to the CRM fields.
- Review the preview, then import. Records are created; duplicates are surfaced for review.
Duplicates
Section titled “Duplicates”Duplicates (on Contacts/Companies) lists suggested duplicate records to merge or dismiss.