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Massive update
Training avatar
Written by Training
Updated over a week ago

This feature is only available for the following plans:

STARTER

PROFESSIONAL

PERFORMANCE

Click here for more information on our plans.

Did you know you can update your accounts, contacts and opportunities in bulk?

From ForceManager, you can make a massive update of your Accounts, Contacts and Opportunities with an unlimited number of elements. What you can do:

1. Update in bulk. You can edit the fields you need (standard and extras) of your accounts/contacts/opportunities at the same time.

2. Delete in bulk. You can delete the accounts/contacts/opportunities you need simultaneously.

In the following video you will see step by step how to perform massive updates using advanced filters in order to maintain a clean and complete database.

If you want to activate this functionality, keep in touch with your Customer Success or with the ForceManager team support: support@forcemanager.net

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