Update Contact Tags, Fields, and Ownership in Bulk
Start from a deliberate selection
Section titled “Start from a deliberate selection”On Contacts, select rows to open the bulk action bar. The main bar shows frequent actions; choose More for organizational actions such as Manage tags, Change field, Manage roles, Assign teams, and Add task. Read the selected-contact count before confirming any bulk update.
Manage tags
Section titled “Manage tags”- Select contacts and choose More → Manage tags.
- On Add, select existing organization tags or type a new tag name when the picker offers it.
- Confirm the addition.
- To remove tags, switch to Remove, review the tags currently found on the selection, and confirm the removal.
The removal picker shows tags that are actually present on the selected contacts, helping you avoid removing an unrelated tag from other records.
Change a dropdown custom field
Section titled “Change a dropdown custom field”Choose More → Change field, then select a dropdown custom field and the value or values to set. Only dropdown custom fields with configured options appear in this bulk picker. A bulk change writes the selected value across the selected contacts, so use it for a shared status or category, not a value that differs person by person.
Assign teammates and teams
Section titled “Assign teammates and teams”Choose More → Manage roles to set one teammate as the Agent, add one or more Contributors, or unassign people currently assigned to the selection. Choose More → Assign teams to add one or more teams. Team assignment is additive: it does not remove a contact’s existing teams.
Create follow-up tasks
Section titled “Create follow-up tasks”Choose More → Add task to create one task for each selected contact. Set the task type, due timing, and an optional assignee before confirming. This is useful when a filtered set needs the same next action.