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Bulk Update Contacts

Update multiple contacts at once by managing lead sources, referrals, tags, and more with a single bulk action.

Written by Devanshi Kackar

Bulk Update allows you to update multiple contacts at the same time instead of editing each contact individually. Simply select the contacts you want to modify, choose the field you’d like to update, and apply the changes to all selected contacts in one action.

Who can use Bulk Update?

Bulk Update permissions depend on the user’s role.

Role

Bulk Update

Download

Delete

Owner

✅ Yes

✅ Yes

✅ Yes

Admin

✅ Yes

✅ Yes

✅ Yes

Member

❌ No

❌ No

❌ No

Co-counsel

❌ No

❌ No

❌ No

Client

❌ No

❌ No

❌ No

Custom Role

✅ Only if Bulk Update permission is enabled

❌ No

❌ No

Important:

  • Download and Delete actions are available only to Owners and Admins.

  • If your role does not have Bulk Update permission, the Bulk Action Bar will not appear.

  • You can bulk update both Person and Company contacts in the same selection.

How to Bulk Update Contacts

  1. Navigate to Contacts.

  2. Select the checkbox beside each contact you want to update.

  3. Once contacts are selected, the Bulk Action Bar appears at the bottom of the page.

  4. Choose the field you want to update.

  5. Select the new value or action.

  6. Confirm the update.

The Bulk Action Bar includes the following options:

  • Merge Contacts

  • Lead Source

  • Referred By

  • Tags

  • Download (Owners and Admins only)

  • Delete (Owners and Admins only)

Update Lead Source

Lead Source is a single-value field.

To update it:

  1. Select the desired contacts.

  2. Choose Lead Source from the Bulk Action Bar.

  3. Select a new Lead Source.

  4. Confirm the update.

The selected value replaces the existing Lead Source for all selected contacts.

Remove Lead Source

If you want to remove the Lead Source from multiple contacts, select None from the Lead Source list.

This clears the Lead Source for all selected contacts.

Update Referred By

The Referred By field identifies which contact referred another contact.

To update it:

  1. Select the desired contacts.

  2. Choose Referred By.

  3. Search for and select a contact.

  4. Confirm the update.

The selected contact becomes the referrer for all selected contacts.

Note:

  • The contact picker allows you to search your existing contacts.

  • The Referred By field cannot be cleared through Bulk Update. A valid contact must always be selected.

Update Tags

Contacts can have multiple tags. Bulk Update provides three options:

Add

Adds the selected tags to every chosen contact while keeping existing tags.

If a contact already has a selected tag, it will not be added again.

Replace

Removes all existing tags and replaces them with the selected tags.

At least one tag must be selected.

Remove

Removes selected tags from contacts that currently contain them.

Only contacts with those tags are affected.

Merge Contacts

The Merge Contacts option is available from the Bulk Action Bar. This feature combines duplicate contact records into a single contact.

For detailed instructions on how merging works, refer to the Merge Contacts article.

Download Contacts

Owners and Admins can download the selected contacts using the Download option in the Bulk Action Bar.

This option is not available for other user roles.

Delete Contacts

Owners and Admins can permanently delete selected contacts using the Delete option.

This action is unavailable to all other roles, including custom roles with Bulk Update permission.

Where Bulk Update is Available

Bulk Update works consistently anywhere contacts are listed, including:

  • All Contacts

  • Clients

  • Potential Clients

  • Any custom Contact views

The same Bulk Action Bar and update options are available in each location.

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