How to bulk update data

Here you may find how to reassigning data to someone who already uses Pipeliner CRM.

Here is an example on how to perform bulk update of the ownership of the sales leads:

  1. Run Pipeliner CRM.
  2. Go to the "Leads." Pipeliner CRM Open Sales Leads
  3. Click on the "Options." Pipeliner CRM Open Leads Options
  4. Open Options Filter. Pipeliner CRM Open Filter Options for Leads
  5. Filter all "Leads" per owner. Pipeliner CRM Filter Leads by Owner
  6. Click "Bulk Update" › "All Visible." Pipeliner CRM Bulk Update Leads
  7. Search for the field "Ownership." Pipeliner CRM Bulk Update Leads by Owner
  8. Select the new owner and follow the process of reassignment. Pipeliner CRM Bulk Update Leads by Owner

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

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