Bulk Edit Connections | 212

Did you know that you can bulk update connections. An example of this might be… you want to take 5-10 connections and give them all the same activity. You might have been calling a list of connections and want to close them all out at once.  You can do that with bulk updates!  If you have any trouble, don’t hesitate to ask a project manager for help. In the meantime we will try to show you with pictures today.

Step 1: Go to your connections.

Step 2: Look at your connections in ‘LIST’ view.

Step 3: Select the connections you want to bulk update.

Step 4: Click on ‘BULK UPDATE’ (the truck)

Step 5: Select the update you would like to make from the available list.