How to Bulk Update Pipeliner CRM Data

 

Here is how you can bulk re-assign data to someone who is already a Pipeliner CRM user. In the example below, we’ll walk through a bulk update of sales lead ownership.

  1. Run Pipeliner CRM.
  2. Go to "Contact, Accounts, Oppts or Leads."
  3. Click on "Options."
  4. Open the Options Filter.
  5. Filter all "Leads" per owner.

 

6. Click "Bulk Update" and "All Visible."

7. Search for the “Ownership" field.

8. Select the new owner and follow the process of reassignment.

 

At the end of this process, do not forget to sync Pipeliner CRM to send the changes to the server.

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