Overview

Need to update multiple deals, contacts, or organizations at once in Pipedrive? Bulk editing saves you time and eliminates repetitive manual work. Whether you’re updating contact owners, changing deal stages, or correcting outdated info — Pipedrive makes mass updates simple and efficient.

This article provides a step-by-step guide on how to bulk edit contacts, deals, and other records in Pipedrive.

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🎯 When to Use Bulk Editing

Common use cases include:

• Reassigning deals or contacts to a new owner
• Updating contact tags or custom fields
• Moving deals to a new pipeline or stage
• Correcting data errors after an import
• Segmenting contact lists for campaigns

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👤 How to Bulk Edit Contacts (People and Organizations)

Step-by-Step:

1. Go to the “Contacts” tab
   • Choose People or Organizations
2. Apply filters (optional)
   • Use the filter bar to narrow down your list (e.g., Contacts from a specific country or tag)
3. Select multiple contacts
   • Check the boxes next to the contacts you want to update
   • To select all: Click the checkbox at the top of the list
4. Click “Edit” (🖉) in the top bar
   • This opens the bulk edit panel
5. Choose the field you want to update
   • Examples: Owner, Label, Email opt-out, Custom Fields
6. Click “Update” to apply changes
   • Confirm changes when prompted

📌 Note: Only visible columns in the table can be edited in bulk. You can customize columns using the gear icon ⚙️.

💼 How to Bulk Edit Deals

Step-by-Step:

1. Go to the “Deals” tab
   • Use List View for easier bulk editing
2. Apply filters (optional)
   • For example: Deals in a specific stage, value range, or owned by a particular user
3. Select the deals you want to modify
   • Use checkboxes or select all in the current filter
4. Click “Edit” in the top bar
   • The bulk editor will appear
5. Choose which field to change
   • You can update:
     • Owner
     • Deal stage
     • Status (open, won, lost)
     • Expected close date
     • Custom fields
6. Confirm and apply changes
   • All selected deals will update at once

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🧹 How to Bulk Delete Deals or Contacts

1. Follow the same selection steps as above
2. Click the trash bin icon 🗑️ from the toolbar
3. Confirm the deletion

⚠️ Warning: Deletion is permanent and cannot be undone unless you restore from an external backup or exported file.

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📋 Tips for Safe and Effective Bulk Editing

Tip	Why it Matters
🔍 Use filters to target specific records	Prevents accidental edits
📤 Export data before bulk changes	Serves as a backup
✏️ Use custom fields for segmenting	Makes future edits easier
✅ Preview selected records	Avoids unintended updates
👥 Only Admins and Managers can bulk edit all users’ records	Permissions matter

🔄 Can I Undo a Bulk Edit?

Pipedrive does not currently support an “Undo” button for bulk actions. However:

• You can export data before changes for backup
• You can re-edit the same records to correct fields

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💡 Advanced Tip: Use Filters + Bulk Edit for Segmentation

For example:

• Filter people by “Label = Newsletter”
• Bulk update a custom field like “Campaign Opt-In = Yes”

This is great for syncing with email tools like Outfunnel, Mailchimp, or ActiveCampaign.

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📱 Can I Bulk Edit from the Mobile App?

No. Currently, Pipedrive’s mobile app does not support bulk editing. Use the desktop version for these actions.

✅ Summary Checklist

Task	Status
Use filters to select the right records	☐
Preview selections carefully	☐
Select “Edit” and update field(s)	☐
Confirm and apply changes	☐
Export data regularly for backup	☐