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 "Leads."

Pipeliner CRM Open Sales Leads

3. Click on "Options."

Pipeliner CRM Open Leads Options

4. Open the 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" and "All Visible."

Pipeliner CRM Bulk Update Leads

7. Search for the “Ownership" field.

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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request