For example:
Reassign all companies from Account Manager A to B
Update the status of all sales opportunities belonging to a specific person to X
Change the Project Lead for several projects
Edit the “Invoice From” date across multiple fixed‑price services
If you want to modify everything, click the checkbox at the top (in CRM > Companies, this is the checkbox to the left of ‘Company Name’).
If you want to modify only a few rows, select those individual rows (as shown in the example below).
Once you have selected something, you’ll see the number of selected rows at the top. Next to that, you’ll see the Modify button.
Clicking this button opens a pop-up that clearly shows what you can modify.
