How to Update Data in Bulk?

How to Update Data in Bulk?

Overview

Bulk Data Update feature empowers you to update multiple records at once—streamlining operations and improving overall efficiency. Whether you need to update lead statuses, assign counselors, or change lead stages, this feature simplifies the process and enhances productivity.

Pre-requisites

  1. Ensure you have access to the Bulk Data Update functionality in your system.

Step-by-Step Guide: Single Lead & Bulk Lead Data Update

  1. Navigate to the Lead Manager from the main menu and select Manage Leads from the sub-menu.
    1.  Alternatively, you can use the search bar in the menu to find and click on Manage Leads.


  2. Use filters   to select the specific set of data you wish to update.
  3. Once your dataset is selected, click on the more option button  located at the top-right corner of the page.
  4. From the dropdown menu, choose Data Update. A pop-up window will appear labeled Data Update, showing two fields: Lead Field and Value to be Updated. 
    Note : Maximum 7 fields can be updated at at time.
  5. Click on the Lead Field dropdown to choose the specific field you want to update.
  6. Click on the Value field to select or enter the new value for the chosen field.
  7. Click on the Update button located at the bottom-right corner of the pop-up.
  8. A confirmation pop-up will appear, summarizing the number of records and fields being updated. Review the details carefully and click Proceed to continue.
  9. The selected data will be updated successfully.

Conclusion

The Bulk Data Update feature significantly reduces manual effort and the likelihood of errors when handling high volumes of lead information. By enabling quick, consistent updates across multiple records, it supports better data hygiene and operational efficiency. Proper use of this functionality ensures that lead-related workflows remain streamlined and up-to-date, contributing to more effective team coordination and decision-making.