Mass Edit & Replace

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Mass Edit allows you to change 3 primary things, ownership, status, and dates. Additionally you can change call frequency and account classification en masse. This function is designed to make it easier to assign or reassign accounts, calls, opportunities, etc. en masse.

  1. From any search result grid select one or multiple items using the check box
  2. The Edit option will display at the top of the grid
  3. Click it to edit the selected items

Grid Actions - Mass Edit


Selecting Edit from Accounts will give the following options:

  • Append – adds user assignments to that account
  • Remove – removes user assignments to that account
  • Class – changes the classification on the selected accounts
  • Call Frequency – allows you to select the manager type and change the call frequency


Selecting from Activity and other search grids will give the following edit options:

  • Append – adds owners to and item
  • Remove – removes owners from
  • Dates – changes the date and time
  • Status – changes the status


Mass Edit & Replace

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