Bulk-edit tasks and contacts from chat
Update many tasks or contacts at once by just describing the change to Whitmore.
Bulk-edit tasks and contacts from chat
When you need to change a lot of things at once, you don't have to click through them one by one. Describe the change to Whitmore and it updates them all together.
Tasks
"Mark all of today's tasks done." "Push everything due this week to next Monday."
Whitmore finds the matching tasks, shows you what it's about to change, and applies it once you confirm.
Contacts
"Tag everyone who called this week as a lead." "Set the status to 'contacted' for all the Henderson job contacts."
Same idea — Whitmore lines up the matching contacts and updates the field across all of them.
Good to know
- Whitmore shows you the batch before it makes changes, so you can check the list first.
- It works best when you're specific about which items you mean — a date, a tag, a job, or a status.