Mass Actions

You can perform a mass update or merge or delete. To perform a mass action, do the following:

1. In the Accounts Home page, select multiple accounts using the checkbox.
2. Click Update.
   • In the Mass update window, select the Field to Update and provide a New value.
   • Click Save.
3. Click Merge.
   • Select the fields to be retained in the selected Accounts.
   • Click Merge.