Batch actions allow users to select multiple Leads, Contacts, or Deals to either update or take action with (i.e. change owner, change tags, etc.) at once

1 .Go to My Account

2. Go to Company  

3. Select contact one by one by clicking on tick box or header tick box to select them all. You can also use filters to reduce contacts' list.

Select all visible contacts by clicking on the table upper tick box next to ID.

4. Then click on Actions and select Bulk Edit


5. Reassign Relationship managers, sales pipeline or tags form this page. Pipeline and tags and be added, deleted or replaced. Changes are permanent but they will be tracked with InvestGlass Audit Trail. 

Once you performed the modification click on Save to apply changes. 

 

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