In this guide
Accessing the Bulk Edit Interface
To start bulk editing projects, follow these steps to navigate to the correct area in your ProLine account:
Click on the hamburger menu > All Projects. It's the very first option.
Here, you will see various project-related options similar to those in the 'All Contacts' area but tailored to project management. That includes project tags, lead sources, and more.
Bulk Edit Filters
In the 'All Projects' interface, ProLine provides filters to refine which projects you view and edit. These include:
Current stage
Past stage
Stage started before and after date
Past stage
Location
Status
Tags
Lead source
Zip code
A-Z or Z-A sorting
Performing Bulk Edits
Once you've filtered and selected the projects you wish to edit:
Click Show Projects. This will reveal all the projects that match the filters.
Click Bulk Edit to open the editing options.
Set the new values for:
Assignee to reassign the project to a different team member.
Stage to move projects to a new phase of your business process. Selecting this will bring up boxes you can check to skip campaign and status changes your edit will trigger.
Tags to add or remove project tags.
Campaign settings for main contacts to start or stop campaigns associated with the projects.
Apply changes by clicking Start.
Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.