how to bulk edit Leads (the new object)

[CFetterly]

Hi There,
Is there a way to bulk edit leads from the new prospecting tool? Going through one by one is very onerous, especially when transitioning to using this tool with a large active database.

[karstenkoehler · Accepted solution]

Hi @CFetterly,

The best way to do so is probably currently a lead-based workflow. In such a workflow, you can set up enrollment triggers to your liking, then use the "Set property value" workflow action to update leads in bulk:

I'm sure HubSpot will introduce bulk options soon. Until then, this is probably the fastest workaround.

Best regards!

[getrosales]

Desperately need this. The Lead object is really valuable, but without being able to bulk assign or edit Lead properties (including the new custom options that are now in beta), I can't start to use this.

[Lucila-Andimol · Accepted solution]

Hey @CFetterly 

so you can only bulk edit the owner and enroll them in a sequence.

If you want to change the status this should be done manually as you work on them.

You can create a WF to handle the Leads (carefully) and selecting properly the triggers or filters.

hope this helps

[karstenkoehler · Accepted solution]

Hi @CFetterly,

The best way to do so is probably currently a lead-based workflow. In such a workflow, you can set up enrollment triggers to your liking, then use the "Set property value" workflow action to update leads in bulk:

I'm sure HubSpot will introduce bulk options soon. Until then, this is probably the fastest workaround.

Best regards!