Batch Edit

If you have necessary permission, you can batch edit some records.

Closed records cannot be edited and are not available for batch edit.

To batch edit records

Open the records list view.
Filter the list of records.
Select .
Select the records to edit (), then select Edit.
On the Batch Edit page, update the information.

To add an assignment, select Assign/Assigned to, select Add, select an assignee, select Confirm, and then select <.
To add a courtesy copy, select CC/CC'D, select Add, select a name, select Confirm, and then select <.
To mark your assignments as done, turn on the Mark my assignments done toggle.

Before changing the status, ensure that required fields have been entered.

Select Save.