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 CopperView original
@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 :)
Oh my gosh yes! Perfect! Thanks!