Need to make the same change to many contacts, like adding a tag, reassigning an owner, or flagging Do Not Call? You don’t have to edit them one by one. LeadCenter gives you two ways:

• Bulk actions on the Contacts or Sales Pipeline page, for stage, source, owner, tags, client status, and category
• Workflows, for any other field, such as Do Not Call or Do Not Email

Method 1: Bulk Actions

1. Go to Contacts, click Add Filter, choose Advanced Filter, and filter by a field such as Tags. Click Apply Filter.
2. Click the checkbox at the top of the list, then click Select all to include every contact that matches your filter.
3. Choose an action, such as Update Tags, add the values, and click Save.

The update runs in the background, and the panel shows how long it will take. Refresh the page after a minute to see the changes.

Method 2: Workflows (for Fields Not in Bulk Actions)

1. Go to Workflows, click New Workflow, name it (for example, “Bulk Update Do Not Call”), and save.
2. Set the trigger to Manual.
3. Add a Filter. Workflows that update many contacts need one, so you can’t update your whole database by mistake. Create a one-time use segment, for example Tags contains “Golfer”.
4. Add an Update Contact action and set Do Not Call to Yes. Click Apply, then Save and Publish.
5. Back on Contacts, filter by the same tag, select all, click Run Workflow, choose your workflow, click Next, then Run Workflow.
6. Open Workflows to watch the progress, then open a contact to confirm the change.

Why It Matters

Clean, consistent data across hundreds or thousands of contacts in a few clicks, with a filter that protects the rest of your database.

Summary

Use bulk actions for common fields, workflows for everything else, and always filter first.