Stakeholder inline and bulk updates
Stakeholder inline and bulk updates
Use inline updates for one visible stakeholder. Use bulk updates when the same change applies to selected stakeholders.
Select stakeholders first
Image guide: Select only the rows that should change. The toolbar shows the selected count so the user can verify the scope before applying an action.
Bulk update modal
Image guide: Bulk Update lets the user change fields for selected stakeholders. Choose only the fields that should be updated; untouched fields should remain unchanged.
Delete confirmation
Image guide: Delete confirmation protects against accidental removal. Read the message and selected count before confirming.
Export to CRM
Image guide: Export to CRM is for selected stakeholders and requires the correct CRM integration.
Safe pattern
- Filter or search until the intended rows are visible.
- Select the exact stakeholders.
- Confirm the selected count.
- Choose Update, Delete, or Export to CRM.
- Review the modal before applying.
- Deselect when the task is complete.