How to bulk edit People, Companies, and Leads in Nutshell

Learn how to make quick changes to People, Company, and Lead records in bulk to save time and increase productivity.

9 steps

Nutshell

Nutshell lets you change multiple pages at once through bulk editing.

To bulk edit Companies, People, or Leads, click the relevant tab in the main navigation bar to the right.

Next, use the blue filter icon or the gray drop-down menus to the right of it to narrow your search and pull up the pages you want to edit.

Either select all the pages you want to edit or choose specific ones from the results.

Then click 'Edit' at the bottom of the screen.

You can then choose what to edit for the selected pages. For Companies, you can edit: - Assignee - Territory - Industry - Company type - Tags - Marketing audiences

When bulk editing Leads, you can change: - Lead status - Confidence - Assignee - Stage - Priority - Expected close date - Tags - Sources - Competitors - Marketing audiences

To bulk edit people, change details like: - Assignee - Territory - Tags - Marketing audiences - Subscription to marketing outreach

To save your bulk edits, click 'Apply Changes' and 'Yes.' Once you save a bulk edit, you can't undo it, so be sure to double-check before saving!