Close

Close is a sales CRM platform for inside sales teams to manage leads, calls, and email outreach.

Website

close.com

Industry

Leadgen

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How to enable bulk edit for a role in Close.com

Here is how to enable bulk edit for a role in close.com

First click on "Settings" in the left sidebar navigation
Then click on "Roles & Permissions" under the Organization section in the left settings menu
Next click on a role card in the User Roles section
Scroll down to view more options
Click on the "Bulk Edit" toggle switch to enable it
Scroll back up to the top of the Edit Role page
Finally click on the "Save" button in the top-right corner

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Why should you enable bulk edit for a role in Close.com

Close is an intuitive CRM designed to seamlessly enhance sales processes.

The bulk edit feature in Close.com allows users to efficiently update multiple roles simultaneously.

This capability saves time and ensures consistency across various records, enhancing team productivity.

By enabling bulk edits, businesses can swiftly manage data, adapt to changing internal structures, and maintain accuracy, ultimately driving strategic sales initiatives.

Last update

May 6, 2026

Tutorials