Is there a way to categorize multiple company records at the same time?

I recently uploaded a list of prospects and they are uncategorized in the record. I have categories like Potential Customer, Current Customer, etc. I’d like to categorize them all as potential customers without having to go through each record one by one.


Best answer by Michelle from Copper 20 May 2022, 21:55

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Userlevel 7
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Hi @pgarner, thanks for posting! The answer is yes! We call it a bulk edit. Here is a handy gif I made for you:


Let me know if that’s helpful :)

Userlevel 7
Badge +7

@pgarner let me know if that was the answer you were looking for! In the meantime, I’m going to mark my first response as “Best Answer” so that others can find it easily.

Oh my gosh yes! Perfect! Thanks!

I created a field for Companies called Account Manager. I’d like to bulk edit and assign a team member as Account Manager to multiple Companies so I don’t have to enter them manually. The Account Manager field is not bulk-editable, is this because it is a linked field? Is there something I can change so I can edit that field for multiple Companies at once, or do I need to unlink, bulk edit, and then re-connect?