Bulk edit companies

How to Bulk Edit Companies

• Navigate to the Companies page
  • Use the filters or scroll to find the companies you want to edit.
• Click the Bulk Edit button

Bulk Edit options:

• Edit Territory and Sales rep assignments,
• Edit primary sales rep
• Edit company fields
• Edit labels.

• Edit Territory and Sales rep assignments
  • The available actions for modifying territory and sales rep assignments includes: Add territories, Remove territories, or Move territories.

• • • Add Territories
      • From the dropdown menu, you can select one or more territories to assign to the selected companies.

• • • • Select the territory or territories you want to add and click Save.
    • Remove Territories
      • From the dropdown menu, you can select one or more territories to remove from the selected companies.

• • • • Select the territory or territories you want to remove and click Save.
    • Move Territories
      • Here you're moving the companies From one or more territories To another territory or territories.
        • The From drop down contains the territories your selected companies are a a part of.
        • The To drop down is a list of all territories.
      • Select the From and To then click Save.

• Edit primary sales rep
  • Choose the rep you want to designate as the primary sales rep.
    
    • Each territory can have a different primary rep.
  • Select the primary sales rep and click Save.

• Edit company fields
  • The company fields that can be edited in bulk are the following: Company name, any Address fields, Phone, Ext, Website, Fax, Notes, or Parent Company

• • Make any changes and click Save.

• Edit labels
  • The available actions for modifying labels include: Add labels, Remove labels, or Move labels.

• • • Add labels
      • Choose Add labels if you want to keep the existing labels and add new labels.

• • • Remove labels
      • Choose Remove labels if you want to remove certain labels from the selected companies.

• • • Move labels
      
      • Choose which label group you want to change.

• • • • Moving labels can only occur within the same label group. 
        • Example: You can only move from within the "Status" label group.
      • Move From one label To a different label by selecting the labels from the drop down menus.

• • • • Click Save.