Mass Update of Customer Records to Set the Email Preference to PDF

Scenario

The user wants to update the email preferences of several customers to PDF in bulk.

Solution

1. Navigate to Lists > Mass Update > Mass Updates
2. Drill down General Updates
3. Click Customer
4. Title of Action: Enter title
5. Click Criteria
   Note: Add criteria to your preferences
   If we want to update only the Customer and need not consider the Leads or Prospects then use the criteria “Stage” and select the Customer from the list of Customers, Leads, Prospects
6. Click Mass Update Fields
7. Email Preference:
   • Apply: Enter Checkmark
   • Value: Select PDF or HTML
8. Click Save
   Note: This will only save the mass update and not perform it yet.
9. Navigate to Lists > Mass Update > Saved Mass Updates
10. Click the Title of Action of the mass update that was created
11. Click Preview
12. Click Perform Update