Bulk edits in FirstQuadrant allow you to efficiently manage multiple items at once across various list views. Whether you’re working with imports, contacts, companies, deals, or campaigns, you can update multiple records simultaneously through a simple multi-selection interface.

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How to select multiple items

  1. Hover to reveal checkboxes: When you’re in a list view (e.g., Imports, contacts, actions), hover your cursor to the far left of a row to reveal a checkbox.
  2. Select multiple rows:
    • Click a single checkbox to select that item.
    • Hold Shift and click another checkbox further down the list to select a range of rows at once.

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Available bulk edits

Once you’ve selected multiple items, a footer navigation bar will appear at the bottom of the screen. The available bulk edit options vary depending on the type of list you’re working with.

Note: Bulk edits are context-specific. The options you see in the footer will depend on the list type you’re in (e.g., Contacts, Deals, Campaigns, etc.).