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  • Target List Mass Update

    How to mass update a target list? 18,000 records marked with PrimaryList I need to change 3,500 records to SubsetOfPrimary

    I tried to update, however ESPOCRM skipped all files which were PrimaryList ... would not change them.

    Mass Update Fields offered are STATUS; ASSIGNED USER; TEAMS. How do I add Target List to the Mass Update drop down?

  • #2
    Administration > Entity Manager > {Lead} > Layouts > Mass Update. Add "Target Lists" and save.

    Now it will be available in Mass Update.

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