How to do a mass update

Mass updating specific fields

This video will walk through how to mass update a specific field for multiple files/accounts.

For more information: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/common-operations-with-records#:~:text=Mass%20Update%20Records&text=During%20Mass%20Update%20of%20multi,the%20default%20option%20in%20CRM.

Mass update stages

Often times when importing deals for the first time, deals are not in the right stages. To fix this without going into each individual deal, there is a tool to mass update deal stages. Click the video below to learn how to mass update stages.