Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Bulk Update Fields

Avatar
Joss Rodriguez
Updated 2 weeks ago
Easily update your system and custom fields for Deals, Companies, or People records in Pipeline CRM—all at once. This guide walks you through making bulk changes, so you can save time and keep your data up to date.

How to Bulk Update System Fields





  1. Go to List View: Navigate to the list view for the record type you want to update (Deals, Companies, or People).
  2. Select Records: Choose all the records you want to update. You can select multiple at once.
  3. Click Bulk Update: At the top of your list, click Bulk Update.
  4. Choose Fields to Update: In the pop-up modal, select the system field you want to change. You’ll see all available system and custom fields.
  5. Apply Changes: Enter the new value and confirm your update. All selected records will be updated instantly.

Need help? Contact support at [email protected]. 
Did this answer your question?
😞 😐 😃