Filter and Update Contacts in Bulk
Start with a focused contact set
Section titled “Start with a focused contact set”The Contacts page combines a table with saved filters and folders in its sidebar. Select Add Filter to define a set of contacts, then select records to reveal the bulk action bar. The available actions are scoped to the selected contacts.
Common bulk actions
Section titled “Common bulk actions”-
Build and apply a filter
Select Add Filter, choose a category or filter field, set the criteria you need, then select Apply filters. You can use the Simple or Grouped builder and save a reusable filter from this screen when appropriate.
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Select contacts
Select one or more rows. Confirm the selected count before choosing an action.
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Choose an action from the bulk bar
On desktop, the primary bar includes Add to list, Enrich, Call, Archive, and Add deal. Open More for actions such as tags, dropdown field changes, deal-stage changes, tasks, roles, workflows, AI employees, teams, and download.
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Review the confirmation
Bulk operations can affect many records. Read the confirmation details, then complete the action only when the selection and result are correct.
What to use when
Section titled “What to use when”| Goal | Use |
|---|---|
| Keep a reusable group | Add to list |
| Find possible contact information | Enrich |
| Start a focused calling run | Call |
| Hide records from the ordinary list | Archive |
| Apply a workflow to selected contacts | More → Trigger workflow |
| Download selected records | More → Download file |