> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Find the Right Contacts and Update Them in Bulk

> Search and filter your contacts, save the list as a view, change the status or owner of many at once, and export them to a spreadsheet

As your CRM grows, most of your work is with one slice of it: the leads from one event, the customers one teammate looks after. Search and filters find that slice, a saved view brings it back in one click, and the bulk actions change everyone in it at once.

This guide finds the six people who came to Northwind's cupping class, saves them as a view, moves all six to Prospect, gives them an owner and exports the list.

## Search for someone

Click **CRM** in the left rail, then **Contacts** at the top. Type part of a name or email address in **Search name or email…**. The search also looks in job titles, phone numbers and company names, and it shows as a chip under the box.

![Search name or email with marchetti typed, outlined, the chip search: marchetti, and the one match, Sofia Marchetti, sofia.marchetti@example.com, 503-555-0156, Chef and Owner, Lead, outlined](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-01-search-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=c21f20a63e09591b94a673ec8fba6f01)

Click the **x** on a chip, or **Clear all**, to take it away.

## Filter the list

Click **Filters**. Pick what you need under **Status**, **Owner**, **Has email**, **Lead source**, **Original source**, **Created** and **Has a deal in stage**. Picking two values in one section finds contacts with either; picking in two sections finds contacts with both. Each choice shows as a chip, the count shows on **Filters**, and the number of matching contacts shows at the right.

![Filters with 2, outlined, the chips status: Lead and source: Cupping class with Clear all, outlined, 6 contacts, and the open panel with Lead outlined under Status and Cupping class outlined under Lead source](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-02-filters-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=6d17eb7eaa29c5bbd3a31bc660f66266)

Click **Close** to fold the panel away, or **Reset** to clear every filter.

## Choose the columns

Click **Columns** and tick the columns you want to see. Here **Company** is added, to see where each person works.

![Columns open with Visible columns, Company ticked and outlined, and the six cupping class contacts in the list](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-03-columns-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=ae9465da235c191481501a02bf2f88bc)

## Save the list as a view

**1. Open Views**

Click **Views**, then **Save current as view**.

![Views open, outlined, with Saved views, No saved views yet, and Save current as view outlined](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-04-views-menu-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=9c857200d94e49dce4be9e5b53ffeffa)

**2. Name it**

Type a **Name**. Tick **Share with everyone on this account** to let your teammates use the view too. Click **Save view**.

![Save current filters as view with Name Cupping class leads outlined, Share with everyone on this account ticked and outlined, and Save view outlined](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-05-save-view-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=e8703e41570c178f2dbd02d34bd26754)

The **Views** button now shows the view's name. Next time, pick the view under **Views** to get the same filters, sort order and columns back. A shared view has a share mark next to its name. **Clear active view** goes back to the full list.

![The Views button now reading Cupping class leads, outlined, and its menu with Cupping class leads, a share mark and a check, outlined, above Save current as view and Clear active view](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-06-saved-view-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=2236580efb5d4fa0e995ac5a3e8427ba)

## Update them all at once

**1. Select the contacts**

Tick the box at the top of the list to select every contact on the page, or tick rows one by one. If more contacts match than fit on the page, a line offers **Select all** with the number that match.

![The select-all box at the top of the list, ticked and outlined, and the six contacts below it, each ticked](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-07-selected-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=91fa3ca68b51847ce4e0d2cb4d46be58)

**2. Find the bar**

A bar at the bottom of the page says how many are selected. **Set status**, **Set owner** and **Set source** change everyone selected. **Text** and **Enroll in sequence** contact them, **Save as audience** turns them into an email marketing audience, and **Clear** unselects them.

![The bar: 6 selected, Set status and Set owner outlined, then Set source, Text, Enroll in sequence, Save as audience, Delete and Clear](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-08-bar-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=abf38e32b776e677e40395f529ecc568)

**3. Change their status**

Click **Set status** and pick the new status. The six are past a first chat, so Northwind moves them to **Prospect**. A note at the bottom says how many contacts were updated.

![Set status open, outlined, with Lead, Prospect, Opportunity, Customer and Churned, and Prospect outlined](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-09-set-status-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=f9081cdb9e77a3866cc6b6c40f75320f)

**4. Give them an owner**

The selection clears after each change, so tick the contacts again. Click **Set owner** and pick the teammate who will follow up. **Clear owner** takes the owner off.

![Set owner open, outlined, with Clear owner and Jamie Holloway, and Jamie Holloway outlined](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-10-set-owner-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=bd3e67f5526ee819a995f7cfff875aa9)

The list shows the new status for everyone at once.

![The six contacts, five with their companies, Saltmarsh Kitchen, Juniper Row Café, Larkspur Hotel, Bramblewood Coworking and Kestrel Lane Bakery, and the Status column outlined, Prospect on every row](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-11-updated-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=2c4ba53a610d17f6364201487556f94e)

## Export the list

The six are Prospects now, so first click the **x** on the **status: Lead** chip. Then click **Export**. A CSV file of every contact that matches your search and filters downloads, up to 10,000 contacts. Here the filter is just the lead source, so the file holds all six.

![The source: Cupping class chip with Clear all, outlined, the Export button, outlined, and 6 contacts, outlined](https://mintcdn.com/locusdigital/okpZsst7yMVSdveA/images/how-tos/crm/bulk-12-export-closeup.webp?fit=max\&auto=format\&n=okpZsst7yMVSdveA\&q=85\&s=668ca2944f7eacd99a8e61b3a069cb5a)

The file always has the same columns, whatever you show on the page: name, email, phone, job title, status, lead source, original lead source, the owner's name and email, a contact ID, and the dates each contact was added and last changed.

## Good to know

* **A view keeps filters, not a fixed list of people.** Cupping class leads finds Leads, so once the six are Prospects, the view no longer shows them. To keep following a group, filter on something that stays the same, such as the lead source.
* **Bulk changes have no undo.** Check the count on the bar before you pick a change. Deleting is the exception: **Delete** shows **Undo** for a few seconds.
* **Lead status shows only for Leads.** The **Lead status** column is blank for anyone whose status isn't **Lead**. The lead status they had is kept, and shows again if they go back to Lead.
* **More:** [Bring Your Contacts In from a Spreadsheet](/how-tos/crm/import-contacts) adds contacts from a file, and [Add and Manage CRM Contacts](/how-tos/crm-contacts) covers each contact's record.


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