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How to Bulk Update Contacts
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Questions & Answers and How-to

How to Bulk Update Contacts How to Bulk Delete Keywords or Tag Not Receiving 2FA Authentication Texts from Insurance Carriers or Microsoft How to Remove(Deactivate) or Activate a User Q&A about TCPA Text Message Compliance In LeadCenter How to Disable receiving Daily Contact Update and Other Notifications I am not able to see an appointment in LeadCenter and connected Redtail Calendars Troubleshooting App Crashes on iPhone How to Integrate LeadJig with LeadCenter.AI? How to Embed a YouTube Video in LeadCenter Event Description Selecting All Users in Calendar Hang the Browser or Crash it How can I retarget event attendees based on their "event status" Capturing After-Hours Calls from Third-Party Call Centers How to Make an Email Private or Request Deletion How to Link a Client to Their Power of Attorney (POA) Why aren't my notes and tasks pushing to Redtail CRM? Personal vs Shared Notifications Do I have to add unsubscribe and postal address to each email template? Why Shortcodes Don't Populate in Test Emails How do I link a client to his wife if the client is also link to his parents I am getting the error message "User's under organization cannot be added here...." in Shared Notifications How to offer two time durations options in Bookmytime.ai Why appointment confirmation email is not being sent from my email? Clarification on "Invited" Status in Event Registration Workflow Issues with Viewing Confirmation Emails on Contact Cards Document upload issues - not receiving authentication code by email

How to Bulk Update Contacts

Bulk Updating Contacts in LeadCenter.AI

There are two methods available:

1. Updating Common Fields (e.g., Status, Owner, Tags)

  • Go to the Contacts or Sales Pipeline page
  • Filter the list to the specific contacts you want to update
  • Select contacts using the checkboxes on the left – this will activate the Bulk Update window
  • Click the button to apply the contact updates

Note: This action runs as a background job and may take a few minutes to complete if you're updating a large number of contacts.

2. Updating Additional Fields Using Workflows

  • Navigate to Workflows and create a new workflow with a Manual Trigger
  • (Optional) Add a Filter Step to target specific contacts
  • Add a Contact Update step and specify the fields to update
  • Save and Publish the workflow

To run this workflow on multiple contacts:

  • Go to the Contacts or Sales Pipeline page
  • Select the desired contacts using the checkboxes
  • Click Run Workflow from the bulk actions menu

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.