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Batch Editing: How to Assign Multiple Rows in a Column Quickly
Hey guys - simple question. How do I batch edit a column? In this case I just want to be able to quickly add a assignee for multiple rows without doing it 1 by 1
Hey guys - simple question. How do I batch edit a column? In this case I just want to be able to quickly add a assignee for multiple rows without doing it 1 by 1
Unfortunately, we don't have a built-in batch editing feature for columns. However, you can use a workaround to efficiently add assignees to multiple rows: 1. Create a new column for assignees if you haven't already. 2. Right-click the column header and select "Edit Column" > "Select Data Type". 3. Choose the appropriate data type (likely "Text" for assignees). 4. Click "Save Settings". 5. Use the column filtering or sorting options to group the rows you want to edit. 6. Copy and paste the assignee name into multiple cells at once. For a more automated approach, have you considered using our integration with Google Sheets? This might allow for easier bulk editing.
Is this a feature you plan to add in the future? Seems kind of necessary
We don't have specific information about adding batch editing as a feature in the future. However, we're continuously improving our app. Recently, we've made updates to enhance column editing, such as making waterfalls editable. Currently, you can edit individual cells, switch column data types, and perform various column operations. If you need further assistance or want to suggest this feature, please request to talk to a person in this chat for more personalized support.
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So if we want reps to be able to assign themselves to contacts quickly and efficiently, how should they go about this?
While we don't have a batch editing feature, reps can efficiently assign themselves to contacts using our integration capabilities. Here's a streamlined approach: 1. Create a column for assignees in your Clay table. 2. Use our integration with your CRM or sales engagement platform (like Outreach) to update contact information. 3. Set up a workflow to lookup and update prospects, linking the assignee column to the rep's information. 4. Use the "Add to sequence" feature to bulk assign contacts to the appropriate rep's sequence. This method allows for automated assignment based on your defined criteria, saving time compared to manual assignments. If you need more detailed guidance on setting this up, please ask to talk to a person in this chat for personalized support.
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