Within the Contacts tab, two important actions, Bulk Edit Contacts and Bulk Delete Contacts, allow you to efficiently manage large datasets without editing one contact at a time.
⚠️ Important: These features are restricted to Owner and Admin permission levels. If you do not have one of these permission profiles, you will not see or be able to use these buttons.
Bulk Edit Contacts
The Bulk Edit Contacts button is designed to let you mass update contact records. This saves valuable time when team members, campaigns, or other information needs to be changed at scale.
How to Access:
Go to Data Manager from the main menu.
Navigate to the Contacts tab.
Click the Bulk Edit Contacts button.
A pop-up window will appear with the following tools:
Editable Fields:
Assignee – Reassign all selected contacts to a new team member.
Example: If an employee leaves, reassign all their contacts to someone else.
Campaign – Add selected contacts to a new campaign.
Stop Current Campaigns – Checkbox to halt any current campaigns running on these contacts.
Refresh Contact Step Delay – If a campaign has a delay (e.g., 5-day wait), refreshing will restart that delay timer, extending the time before the next message is sent.
Scheduled Start Time – Choose the date and time (up to 60 days in advance) for when this bulk edit should be executed.
Confirmation & Safety
At the bottom of the pop-up, you’ll see a red warning stating:
"This action will permanently affect [X] objects."
This means the number of contacts you're editing is tied to your current contact list or filters.
When ready, click Bulk Edit to execute the changes based on the scheduled time.
Bulk Delete Contacts
The Bulk Delete Contacts button allows you to permanently remove contact records. This tool should be used with caution and only when you're certain those contacts are no longer needed.
How to Access:
Bulk Delete Contacts button. A pop-up window will appear, again noting that:
A record of this action will be kept in the Data Manager Logs under the Bulk Actions tab.
Deleted data cannot be restored. Use this tool with caution.
How to Confirm Deletion:
Filter your contact list to the specific set of contacts you wish to delete.
In the confirmation pop-up:
Type DELETE in all caps into the provided confirmation box.
Select a Scheduled Start Time (day + time), if you want to delay the deletion.
Click Bulk Delete to proceed.
This will permanently remove those contacts from your ProLine account, unless they are referenced in other entities (e.g., projects, quotes).