ProsperWorks allows you to make bulk updates for common entries such as Assignees, Visibility, Contact Type etc., in People, Companies, Opportunities, Tasks, Projects and Leads. The Bulk editing feature will allow you to work more efficiently without the tedious task of updating and editing the fields individually.
Important: Once you update, it can not be undone. Be wary of changing Text Fields.
Editing Specific Entities
1. Select the contacts you’d like to make bulk edits to, by checking the boxes on the left hand side of the list
2. Select the Bulk Editing pen icon
3. Select the fields you’d like to edit.
4. Make edits and save.
Editing Filtered Contacts
1. Filter your contacts or use Saved filters
2. Check the first box to select an entire list.
3. Select Bulk Editing pen icon.
4. Select the fields you’d like to edit
5. Make edits and save.