Hatchbuck allows you to update multiple contacts quickly and easily and also makes it super simple to take a group Action.
- First, you'll want to filter for the group of Contacts that you'd like to update or take some sort of Action on (check out these articles on filtering by Tags, Custom Fields, or just in general).
- Once you have your filter set, use the checkbox next to "name" on the first line. By default Hatchbuck will only select the first page, you will then be able to select the entire group included in that search, or a specific number.
- Once you have your list selected, click the orange Actions drop-down
From here, you can choose any of the available Actions. Selecting "update contact record" will allow you to update the contact's status and sales rep. We've put the most common Actions towards the top, to see the full list click "Other Actions"