Bulk Edit
From the 'Stakeholders', 'Interactions', 'Properties', and/or 'Tasks' page, select multiple records you need to edit by clicking the box to the left
Screenshot shows the Stakeholder page with some selected records.
Once selected, items can be bulk deleted by clicking the bin icon, or bulk edited by clicking the multiple box icon in the top right-hand corner of the page.
Screenshot shows location of the bulk edit icon
Use the drop-down box (and scroll if necessary) to select the fields you wish to edit
Here, you can select to share across projects in bulk, or bulk update tags, etc.
Screenshot shows the bulk edit dropdown box
Once you have selected your fields, follow the prompts to 'Add' or 'Replace' the information in the records and select 'Confirm'
Screenshot shows the location of the Add, Replace and Confirm buttons
Bulk Edit is now in progress and you will receive a 'Success' message in a box once complete
Screenshot shows stakeholders successfully updated message in pop up box
Linking Stakeholders to Interactions via Bulk Edit
You can also link multiple stakeholders based on applied filters, such as a contact group or tag to an interaction providing the interaction has already been created. To do this follow the steps below:
Navigate to the Stakeholder Module on the side bar and open up the filters pane.
Open up the filters pane and apply your desired or saved filters.
Select the relevant Stakeholders via the checkbox.
Select Bulk Edit in the top right
In the Field to Edit, Select Timeline and then Interactions.
Select your interactions and then click in the box to exit the drop-down menu.
Click the Add and Confirm buttons to complete Linking
Image shows filtering by Contact Group, linking the applied filter to an existing interaction from the Stakeholder module
For more help
For more information, to arrange a demo or for product training please contact our Customer Success Team or email [email protected].