[{"data":1,"prerenderedAt":156},["ShallowReactive",2],{"shell":3,"article:mass-update":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":35,"kind":36,"href":37,"icon":38,"title":39,"description":40,"level":41,"status":42,"verification":43,"reviewedAt":44,"videoStatus":45,"topic":46,"html":49,"toc":50,"shots":61,"related":69,"topicNext":106,"paths":107,"videos":108,"sidebar":109},"reference-mass-update","mass-update","guide","\u002Fguides\u002Fmass-update","users","Review a mass update before changing leads","Mass Update Leads changes one field across matching records. Use it only with authority to edit the intended lead population and a precise change request. This…","advanced","published","browser-observed-read-only","2026-11-04","planned",{"slug":23,"title":47,"href":48},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>\u003Cstrong>Mass Update Leads\u003C\u002Fstrong> changes one field across matching records. Use it only with authority to edit the intended lead population and a precise change request. This is an advanced utility outside the primary header navigation; for ordinary individual edits, use the lead record.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"mass-update-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"mass-update-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Mass Update Leads form with five steps: pipeline type, field to update, new value, optional conditions and Update Leads\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fmass-update-desktop.jpg\" alt=\"Mass Update Leads form with five steps: pipeline type, field to update, new value, optional conditions and Update Leads\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Mass Update Leads, where you pick a pipeline type, a field and a new value, add conditions, then select Update Leads.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"mass-update-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"prepare-an-authorized-update\">\u003Ch2 id=\"prepare-an-authorized-update\">Prepare an authorized update\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>In \u003Cstrong>Step 1: Choose Pipeline Type\u003C\u002Fstrong>, select \u003Cstrong>B2B\u003C\u002Fstrong> or \u003Cstrong>B2C\u003C\u002Fstrong>. Review the appropriate stage\u002Fstatus options before selecting a value.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Step 2: Select Field to Update\u003C\u002Fstrong>, choose the intended field. Check whether its expected value is text, a number, a boolean or a pipeline choice; do not substitute a display label where a specific option is offered.\u003C\u002Fli>\n\u003Cli>Complete \u003Cstrong>Step 3: Enter New Value\u003C\u002Fstrong>. Empty values are rejected by the current submit handler.\u003C\u002Fli>\n\u003Cli>Use \u003Cstrong>Step 4: Add Conditions (Optional)\u003C\u002Fstrong> to narrow the population. Review every condition and remove incorrect conditions before proceeding. An optional condition area is not evidence of a safe default limit.\u003C\u002Fli>\n\u003Cli>Review scope outside this utility if necessary. The source does not establish a dry-run count or per-record approval preview before \u003Cstrong>Step 5: Update Leads\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Only after the exact change is authorized, choose \u003Cstrong>Update Leads\u003C\u002Fstrong> once. The success text says the request was accepted and asks you to refresh the lead list to verify changes.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"confirm-and-recover\">\u003Ch2 id=\"confirm-and-recover\">Confirm and recover\u003C\u002Fh2>\u003Cp>Check representative affected records and the intended scope after the operation. Accepted is not a verified row-by-row result. If the outcome cannot be confirmed, the page prevents immediate repeat submission and tells you to inspect the lead list. Do not reload merely to bypass that protection and resend an uncertain bulk write.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fleads\">Leads\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Flead-record\">Lead record\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsupport\">Support\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[51,55,58],{"id":52,"text":53,"depth":54},"prepare-an-authorized-update","Prepare an authorized update",2,{"id":56,"text":57,"depth":54},"confirm-and-recover","Confirm and recover",{"id":59,"text":60,"depth":54},"screenshots","Screenshots",{"mass-update-desktop":62},{"id":63,"src":64,"alt":65,"caption":66,"width":67,"height":68},"mass-update-desktop","\u002Fmedia\u002Fscreenshots\u002Fmass-update-desktop.jpg","Mass Update Leads form with five steps: pipeline type, field to update, new value, optional conditions and Update Leads","Mass Update Leads, where you pick a pipeline type, a field and a new value, add conditions, then select Update Leads.",1920,873,[70,76,82,89,95,101],{"slug":23,"title":71,"href":72,"icon":38,"description":73,"level":74,"productLocation":75},"Find and review leads","\u002Fguides\u002Fleads","Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access…","beginner","Leads",{"slug":77,"title":78,"href":79,"icon":38,"description":80,"level":74,"productLocation":81},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record","The lead drawer brings a record's details and history into the page where you are already working. Leads, Pipeline, and Calendar can open this shared panel. A…","Leads → open a lead",{"slug":83,"title":84,"href":85,"icon":86,"description":87,"level":74,"productLocation":88},"support","Review support requests and report useful context","\u002Fguides\u002Fsupport","compass","Support requests lets you follow issues associated with your workspace. LeadScore opens a separate support application inside the page after resolving your…","Support Tickets (wrench icon)",{"slug":90,"title":91,"href":92,"icon":38,"description":93,"level":74,"productLocation":94},"document-viewer","Preview an existing document","\u002Fguides\u002Fdocument-viewer","The Document Viewer presents a file opened from an existing document workflow. It is not a document-upload form or a searchable library. You need permission to…","Settings → Documents → open a document → Open in New Tab",{"slug":96,"title":97,"href":98,"icon":38,"description":99,"level":100},"workflow-manual-lead","Add a lead manually or with Smart Paste","\u002Fguides\u002Fworkflow-manual-lead","The add-lead form creates a record and requests basic research. You need authorization to add the lead and start that processing. The submission button is Save…","intermediate",{"slug":102,"title":103,"href":104,"icon":38,"description":105,"level":100},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…",{"slug":90,"title":91,"href":92},[],[],{"title":47,"href":48,"groups":110},[111],{"title":112,"items":113},null,[114,115,116,117,118,122,126,130,134,138,142,146,150,154,155],{"label":71,"href":72,"slug":23},{"label":78,"href":79,"slug":77},{"label":97,"href":98,"slug":96},{"label":103,"href":104,"slug":102},{"label":119,"href":120,"slug":121},"Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","workflow-lead-tasks",{"label":123,"href":124,"slug":125},"Review or correct lead fields","\u002Fguides\u002Fworkflow-lead-edit","workflow-lead-edit",{"label":127,"href":128,"slug":129},"Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","workflow-lead-contacts",{"label":131,"href":132,"slug":133},"Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","workflow-lead-documents",{"label":135,"href":136,"slug":137},"Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","workflow-lead-messages",{"label":139,"href":140,"slug":141},"Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","workflow-lead-emails",{"label":143,"href":144,"slug":145},"Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","workflow-lead-calls",{"label":147,"href":148,"slug":149},"Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","workflow-lead-scoring",{"label":151,"href":152,"slug":153},"Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","workflow-lead-activity",{"label":39,"href":37,"slug":35},{"label":91,"href":92,"slug":90},1793910213572]