Bulk-edit records: tags, owner, lock, vertical, persona, Do Not Touch, delete

Bulk editing lets you change many accounts or contacts at once instead of opening each record one by one. Select the rows you want on the Accounts list or the Contacts list, then use the action bar that appears above the table to tag them, reassign their owner, lock or unlock their qualification, change which vertical or persona they belong to, add or remove the Do Not Touch flag, resync them to your CRM, or delete them.

The action bar appears only if your seat can edit records. A read-only seat sees the lists but no bulk actions at all. The Delete option is further limited to admin-level seats, so a seat scoped only to running agents on existing records does not see it. See Roles: who does what for what each seat can do.

Before you start

You need at least one row selected before any action runs. Tick the checkbox on individual rows, or open the header checkbox menu to choose Select this page (every row on the page you are looking at), Select all pages (every record that matches your current filters, with the total shown next to it), or type an exact number to select. Until something is selected, the buttons in the action bar stay disabled. To narrow the list first, see Filter accounts and Filter contacts.

Steps

Select your rows. The action bar appears with the agent buttons, Export, a Tag button, and an Other actions button. The two edit menus are Tag and Other actions; everything below opens from one of them.

Add or remove tags

1. Click Tag, then choose Add or Remove.
2. Add opens a dialog headed Add tags for accounts (or contacts). Pick existing tags from the Tags list, or type a new tag name and create it on the spot. Remove opens Remove tags for… and lets you pick from the tags already in use; new tags cannot be created here.
3. Click Update to apply, or Cancel to close. The dialog footer shows how many records are selected.

Assign or unassign an owner

1. Click Other actions, then Assign owner.
2. The Change owner for accounts (or contacts) dialog opens. Pick a team member from the list to make them the owner of every selected record, or pick Unassign owner to clear the owner.
3. Click Update.

Lock or unlock qualification

1. Click Other actions, then Edit qualification lock.
2. The Edit qualification lock dialog gives two choices:
   • Locked - workflows skip these records and the qualification stays as-is.
   • Unlocked - workflows can re-qualify and update the ICP status (for accounts) or IBP status (for contacts).
3. Click Update. Locking is how you protect a manual decision from being overwritten the next time a workflow runs.

Change vertical (accounts)

1. Click Other actions, then Edit ICP qualification.
2. The Edit ICP qualification dialog opens with an ICP Status choice:
   • Yes reveals a Verticals picker - a searchable tree of your ecosystems with their verticals nested underneath. Use the search box (“Find verticals or key accounts”) to jump to one, then select a vertical to assign every chosen account to it.
   • No marks the selected accounts as not a fit, with no vertical to pick.
3. Lock ICP Status is on by default. Leaving it on stops workflows from changing this decision later; turn it off if you want workflows to be able to re-qualify these accounts.
4. Click Update.

Change persona (contacts)

1. Click Other actions, then Edit IBP qualification.
2. The Edit IBP qualification dialog opens with an IBP Status choice:
   • Yes reveals a Personas picker - a searchable tree grouped by ecosystem, then vertical, then the personas under each. Use the search box (“Find personas”) to find one, then select it to assign every chosen contact to that persona. If you opened this from a contact list already scoped to one vertical, the tree is filtered to that vertical’s personas.
   • No marks the selected contacts as not a fit, with no persona to pick.
3. Lock IBP Status is on by default, which stops workflows from re-qualifying these contacts later. Turn it off to allow re-qualification.
4. Click Update.

Add or remove Do Not Touch

1. Click Other actions.
2. Choose Add to Do Not Touch to flag every selected record, or Remove from Do Not Touch to clear the flag.
3. This applies immediately - there is no confirmation dialog. Do Not Touch marks records you do not want agents or outreach to act on. See Do Not Touch for what the flag changes downstream.

Resync to CRM

1. Click Other actions, then Resync to CRM.
2. This pushes the latest workspace data for every selected record back to your connected CRM. There is no dialog; a message confirms the resync has started. See Resync records to your CRM for detail.

Delete records

1. Click Other actions, then Delete. This option is shown to admin-level seats only.
2. The Delete N accounts (or contacts) dialog opens with a warning that deletion is irreversible and, for large selections, can take some time.
3. Also delete from connected CRMs is on by default. Leave it on to remove the records from your CRM as well, or turn it off to delete them only from the workspace.
4. In the Type N to confirm box, type the exact number of records shown. The Delete button stays disabled until the count matches.
5. Click Delete.

What happens next

Most of these actions apply right away. After Tag, Assign owner, Edit qualification lock, Edit ICP qualification, Edit IBP qualification, and Add/Remove Do Not Touch, the dialog closes (where there was one), a confirmation message appears, and the list refreshes to show the change. Resync to CRM runs in the background; small batches finish in about a minute, while a large batch can take up to around half an hour, so check back shortly.

Deletion is different. It does not happen instantly: the selected records are marked for deletion and removed by a background job, so they drop out of the list and can no longer be opened while that runs. A message confirms deletion has started for the count you selected. How long it takes depends on how many records you chose and whether they are also being removed from your CRM.

If a record was locked, workflows will keep skipping it until you unlock it, so revisit the qualification lock if you later want agents to re-run on those records.

Related

• Filter accounts
• Filter contacts
• Do Not Touch
• Resync records to your CRM
• Export accounts or contacts to CSV