Change the feature "add bulk" to "edit bulk" for drop-down fields

Last Updated: 06/22/23

Applies to: 

Migration Wizard users, doing a data migration between different CRMs.

Common Causes / Issues:

The necessity to change the values for drop-down fields using the option "Bulk."

Solutions Overview:

Explanation of how to use the feature "Bulk" for editing/removing/adding values in the Wizard.

Tactical Rundown:

Let's say you are doing a data migration from Pipedrive to HubSpot and would like to edit/add/remove some bulk values for a drop-down field "Pipeline with Stage". Click on this field:

 

Then, "Add Custom Field":

 

Scroll down and click on "Bulk":

In the new window, you will be able to see the available values. You can add new ones in the list below (for example test1, test2..), and click "Apply":

 

 

You will see them available in the list of values:

 

If you click on "Bulk" again, remove the option (for example, "test2"), and then click "Apply":

 

You will then see that this value was removed from the list: 

This way, you can easily manipulate with bulk options (add/edit/remove them), which will save you time. 

Still need help?

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