How to Bulk Edit Contacts Within Enquire MAP

Modified on Fri, Dec 15, 2023 at 1:31 PM

How to Bulk Edit Contacts Within Enquire MAP


Option 1: Using The Bulk Edit Command


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Enquire MAP enables users to edit contacts in bulk. Examples of bulk editing contact efforts include:



  • Adding tags

  • Assigning contacts to an account

  • Deleting contacts


How you get started: 



  1. Navigate to Contacts > All Contacts

  2. Select all the contacts to bulk edit by checking the checkbox to the left of the name.

  3. Once all of the contacts are selected, click the Bulk Edit button located at the top right corner of the screen. Here you will have the following choices:

    1. Add Tag

    2. Remove Tag

    3. Add Industry

    4. Remove Industry

    5. Assign Employer

    6. Delete Contacts

    7. Merge Contacts

    8. Set Custom Field

    9. Add to list

    10. Data Enrichment



  4. Select the option to edit then complete the step accordingly.blobid1.jpg


Option 2: Using Excel


The User can export contacts by navigating to Contacts All Contacts > Contact Exports to make changes to the data export using Excel then re-import the updated contacts.blobid2.jpg


 


Please reach out to the dedicated Enquire Account Manager or Enquire MAP Support team for further assistance.

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