It is good practice to clear out your old inquiries every so often. Maybe you want to change all inquiries greater than 4 months old to Stage = Lost? There is a great feature in Replace replace all instances with BriteBiz that allows you to do mass updates.
How To Do A Mass Update
To do this, go to the list view for inquiries or bookings.
Create a filter on the "Created Date" column - greater than lets say 4 months old.
Then use the dropdown on the left to do a Mass Update.
Choose update Stage - and choose your new Stage = Lost (or whatever stage you have set up in your Replace replace all instances with BriteBiz account.
The video below gives an example of how to do this for inquiries.
Learn how to use the mass update tool to efficiently modify multiple records at once. This guide covers selecting inquiries or bookings and applying bulk changes to fields like status, owner, or date.
How do I access the mass update tool?
To get started with updating multiple records at once, you first need to navigate to your search results. Whether you are looking at inquiries or bookings, the mass update option is available from the search grid view where you manage your day-to-day lists.
💡 Action Steps
Navigate to the Inquiries or Bookings search page
Generate a list of records you wish to modify
How can I select the records I want to update?
Once you have your search results, you can select individual records by clicking the checkboxes on the left-hand side of the grid. If you want to update every record in your current search result, you can click the checkbox at the top of the column to select all items on the page.
💡 Action Steps
Click the checkbox next to specific inquiries or bookings
Use the 'Select All' checkbox at the top of the grid to select the entire page
Where is the mass update button located?
After selecting the records, look for the 'Actions' or 'Mass Update' button located above the grid. Clicking this will open the update menu where you can define exactly which fields you want to change for all your selected entries.
💡 Action Steps
Locate the Mass Update button above the search results
Click the button to open the configuration window
How do I choose which fields to update?
In the mass update window, you will see a list of available fields such as Status, Owner, Source, or Location. You need to check the box next to the field you wish to change, and then select or enter the new value that should be applied to all the selected records.
💡 Action Steps
Check the box next to the field name in the update menu
Select the new value from the dropdown or enter text into the field
Can I change the status of multiple bookings at once?
One of the most common uses for this tool is moving multiple bookings to a new status. You simply select the 'Status' field in the update window, choose the target status like 'Definite' or 'Closed', and this change will roll out across every record you checked in the grid.
💡 Action Steps
Select 'Status' from the list of updateable fields
Choose the appropriate status from the dropdown menu
How do I reassign owners in bulk?
If a team member leaves or accounts are redistributed, you can select the 'Owner' field. From here, you pick the new salesperson or coordinator from the list, and the system will update the ownership for all selected inquiries or bookings instantly.
💡 Action Steps
Select the 'Owner' or 'Salesperson' field
Choose the new staff member from the dropdown
What happens when I click the update button?
Before the system applies the changes, you will typically see a confirmation message summarizing how many records will be updated. Once you are sure the details are correct, click the final 'Update' or 'Apply' button to process the changes.
💡 Action Steps
Review the summary of changes
Click the 'Update' or 'Save' button to finalize the process
How can I verify that the mass update was successful?
After the process completes, the search grid will refresh. You can then review the columns to ensure that the new values, such as the updated owner or status, are now appearing correctly for all the records you selected.
💡 Action Steps
Wait for the grid to refresh automatically
Check the updated columns to confirm the changes are live