---
title: "Bulk editing | Floral"
description: "Multi-select on every list. Floating action bar with Replace or Add toggle. Reassign owners, change tags, update stages, archive in bulk - across tasks, deals, and contacts."
canonical: https://floral.so/features/crm/bulk-editing
---

# Bulk editing | Floral

> Multi-select on every list. Floating action bar with Replace or Add toggle. Reassign owners, change tags, update stages, archive in bulk - across tasks, deals, and contacts.

Source: https://floral.so/features/crm/bulk-editing

[CRM add-onRead about Floral CRM add-on ](https://floral.so/features/crm)

# Mass-update without leaving the list

Every list view in Floral CRM supports multi-select. The same floating action bar appears on tasks, deals (kanban and table), and contacts. Reassign owners, retag, update stages, archive - Replace or Add, your call. No bulk-CSV-export-then-reimport dance.

[Read about Floral CRM](https://floral.so/features/crm)[Let's meet](https://floral.so/book-a-demo)

What you can bulk-apply

## Most of what you would do one by one

### Change owner

Reassign 30 deals to a new AE in one move. Add a co-owner without removing the existing one (Add mode).

### Tag / untag

Apply a campaign tag to a filtered list. Replace existing tags or add on top.

### Change category

Promote a tag to a category? Bulk-recategorise everything that had the old tag.

### Move stage

End-of-quarter cleanup: move every deal still in "Negotiation" past its expected close to "Lost".

### Switch pipeline

Move a batch of deals between pipelines. Stages remap to the new pipeline’s schema.

### Mark done

Mark 50 follow-up tasks done in one click. Each task gets a TASK\_COMPLETED activity entry.

### Archive

Bulk-archive contacts you no longer talk to. Restorable; preserves history.

### Delete (with confirmation)

Bulk-delete always requires a confirmation dialog. Soft-delete means deletes are reversible within 30 days.

Why it feels nice

## A few small UX choices that add up

### Select after filtering

Filter the list, then multi-select. The bulk action applies to your filtered set - not everything.

### Replace or Add toggle

Explicit choice for multi-value fields. No more "did this replace my tags or add to them?" debugging.

### Confirmation before destruction

Destructive bulk actions - delete, archive, hard-stage-change - always confirm before running.

Related features

## Pairs well with

[TasksBulk-mark done, bulk-reassign, bulk-archive.Learn more ](https://floral.so/features/crm/tasks)[Deals & forecastingBulk-edit deals from kanban or table view.Learn more ](https://floral.so/features/crm/deals-and-forecasting)[Companies & contactsBulk-archive, retag, reassign owner across the contact list.Learn more ](https://floral.so/features/crm/companies-and-contacts)

[All CRM add-on features](https://floral.so/features/crm)[All core features](https://floral.so/features)

## Frequently asked

Which lists support bulk editing?

Tasks, deals (both kanban and table view), and contacts (companies + people) today. The same floating action bar appears on each, so once you have learned one list, you have learned them all.

What does "Replace or Add" mean?

When you bulk-edit a multi-value field like tags or owners, Floral asks: do you want to \*replace\* the existing values with the new selection, or \*add\* the new selection on top? Both are common; making the choice explicit prevents accidents.

Can I bulk-delete?

Yes, but with a confirmation dialog every time - destructive actions never run silently from a multi-select. Soft-delete with restore applies, so even bulk-delete is reversible.

Is there a limit on selection size?

No hard limit, but bulk operations on >500 records run async and show progress. For dataset-scale operations, talk to us - we can run them server-side.

Can I bulk-edit custom fields?

Yes. Custom fields appear in the bulk-edit picker alongside built-in fields. Validation runs per-row; rows that fail validation are reported.

## Stop maintaining your CRM record by record

Run your end-of-quarter cleanup in 10 minutes, not 2 hours.

[Sign up](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)