How to Use Bulk Inline Editing to Update Multiple Leads

Overview
Quickly correct or enrich data by editing fields directly in the lead‑list table and saving changes in bulk.

Steps

1. In Leads → Lead Contact, click the Inline Edit icon at top‑right (pencil).

2. The table becomes editable—click any cell (Owner, Status, Score, Custom Field).

3. Enter or select new values.

4. Once done, click Save All Changes at the top.

Tips

• Use Filters first to narrow the list (e.g. leads from last month).

• Only edit one column at a time for clarity.

• Export before editing as a quick rollback backup.

Troubleshooting / FAQs

• Save All Changes button disabled: You may lack “Bulk Edit Leads” permission—check your role.

• Edits not persisting: Refresh the page and retry; check for validation errors in specific fields.

• Inline edit flickers out: Ensure you’re not in a filtered or paginated view that reloads on edit.