Bulk Edit Custom Fields for Leads

Michael Ramian
Michael Ramian Member Posts: 4 VERIFIED MEMBER
5 Up Votes First Comment
edited July 2023 in Ideas and Product Feedback #1

Will we ever be able to bulk edit custom fields within our Leads dashboard?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
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    edited June 2022 #2

    I see Leads feature mimic Deals feature 100% in the long run. So yes, but don't know when.

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited June 2022 #3

    Never say never ... 

  • JD Cleary
    JD Cleary Member Posts: 2 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    #4

    I need this feature 😓

  • Pierre Couture
    Pierre Couture Member Posts: 4 VERIFIED MEMBER
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    #5

    I second ths group to request a Bulk Edit custom fields for LEADS, thanks.

  • DavidJi
    DavidJi Member Posts: 4 VERIFIED MEMBER
    First Comment
    #6

    When will this feature be released?

  • DavidJi
    DavidJi Member Posts: 4 VERIFIED MEMBER
    First Comment
    edited June 2023 #7

    Hi it would be great to be able to bulk edit custom fields inside leads once they're imported into the system.


    Will this be rolled out?

  • rominapuno
    rominapuno Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited November 2023 #8

    Would very much like this feature as well. Or at least have the option to export the list including the ID number for the lead instead of having to capture each one manually by its URL. This makes it very difficult to update and sort leads by labels or other means when you have thousands to go through.

  • Braden Schrock
    Braden Schrock Member Posts: 4 VERIFIED MEMBER
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    #9

    Is this going to happen? Very frustrating that basic functionality like this is not available.

  • Steven Logreira_31
    Steven Logreira_31 Member Posts: 14 VERIFIED MEMBER
    Third Anniversary 10 Comments Photogenic
    #10

    Please make this change, it's a pain to edit one by one

  • Artem M.
    Artem M. Member Posts: 1 VERIFIED MEMBER
    First Comment
    #11

    Bulk editing the custom field for Leads is a must.

  • Josh Monifi
    Josh Monifi Member Posts: 131 VERIFIED MEMBER
    250 Up Votes Fourth Anniversary 25 Likes 10 Comments
    #12

    Yes, please! We have some Lead/Deal fields that we edit more as a Lead, and we would like to be able to bulk edit these!!

  • esthetica
    esthetica Member Posts: 1 VERIFIED MEMBER
    First Comment
    #13

    What? How can it be, that custom fields cannot be edited in bulk? Really? This is VERY disappointing. We have thousands of contacts to work with and many custom fields. This is unbelievable!!! Come on!!!

  • anisleylanza
    anisleylanza Member Posts: 1 VERIFIED MEMBER
    First Comment
    #14

    Agree. This is basic functionality. All CRMs I tried allowed this. We are STRUGGLING to edit one by one!!!

  • ohlr
    ohlr Member Posts: 30 VERIFIED MEMBER
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    #15

    ……………………………………………………………………….

  • pieterh
    pieterh Member Posts: 9 VERIFIED MEMBER
    First Comment
    #16

    Would need this too. This is cumbersome.

  • pieterh
    pieterh Member Posts: 9 VERIFIED MEMBER
    First Comment
    #17

    My workaround now: use an automation to update the field, based on the labels. It's ugly, but for my purpose it's less of a problem than going through 100's of leads one by one.

    image.png

  • wonders
    wonders Member Posts: 44 VERIFIED MEMBER
    10 Comments 5 Up Votes First Anniversary 5 Likes
    #18

    There needs to be better lead support in general, this is pretty insane. You can't see when a lead was archived, you can't view any change log for a lead, if a lead is converted to a deal, you can't even see when the original lead came in. This has got to be improved! Here we are literally YEARS later and there has been zero progression on the features that your customers need.

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