In a growing sales pipeline, updating multiple leads manually can become time-consuming and error-prone. Kylas CRM simplifies this with its Bulk Update feature, allowing users to edit common fields across multiple leads at once—saving time and improving accuracy.

This article explains how to bulk update leads in Kylas CRM, the prerequisites, and how this feature supports real-world sales processes.

Table of Contents

1. What is a Lead?

2. Prerequisites

3. Steps to Bulk Update Leads

4. Use Cases

5. Benefits

6. Conclusion

What is a Lead?

In Kylas CRM, a Lead represents a potential customer who has shown interest in your product or service. Leads are the starting point in your sales pipeline, and maintaining accurate lead data is essential for conversion tracking and effective communication.

Prerequisites

Before using the Bulk Update feature, ensure the following:

• You must have permission to update leads in your Kylas account.

• The feature is available only in the Embark and Elevate plans.

• Leads must already exist and be selected for bulk updates.

• You should be aware that bulk updates cannot be undone, so double-check your selections.

• No additional configuration or prior activity is required before using the feature.

Steps to Bulk Update Leads

Step 1: Login & Navigate to Leads

• Login to your Kylas CRM account.

• Go to the Leads module from the left menu.

• Select the leads you wish to update using the checkboxes.

Step 2: Click on "Update"

• Once leads are selected, click the Update button from the action bar.

• A dialog box will open.

• Choose the fields you want to edit/update (e.g., status, source, owner, tags, etc.).

Step 3: Confirm Changes

• Check the box: “I understand that the changes made cannot be undone.”

• Click on Update to apply changes to the selected leads.

Note: The update is final and cannot be reverted. Double-check selected fields and values before proceeding.

Use Cases

Scenario	Description
🔄Status Update	Move 100+ leads to a new pipeline stage after a campaign.
👨‍💼Reassign Ownership	Assign selected leads to a new sales rep.
🏷️ Tagging Leads	Add common tags (e.g., “Webinar 2025”) to all selected leads.
📍Region-Based Updates	Update location or region fields for leads in a specific batch.

Benefits

Benefit	Details
⏱️ Time-Saving	Edit hundreds of leads in just a few clicks.
🧼 Data Consistency	Standardize values like lead stage, source, or owner across leads.
📊Improved Reporting	Accurate and up-to-date data enhances CRM reports.
✅Error Reduction	Reduces manual data entry mistakes.
🧩 Ease of Use	Simple and intuitive interface—no technical skill required.

Conclusion

The Bulk Update feature in Kylas CRM helps your sales and marketing teams maintain clean, organized, and actionable data. Whether you're realigning sales ownership, updating statuses after campaigns, or applying mass tags, this tool enables quick and reliable updates—without compromising on data integrity.

If you're managing large volumes of leads, mastering the bulk update feature is a must-have skill to keep your pipeline agile and your team focused on closing deals.