Update customer records in a table, select groups, and prepare bulk follow-up without losing review control.

What this feature is for

• The People grid is useful for scanning, editing, and grouping customer records quickly.
• Bulk actions help turn selected records into owners, lists, journeys, or follow-up work.

When to use it

• You need to clean up customer fields after an import.
• You want to select several people for a list or journey.
• A team member needs to update lifecycle, owner, or follow-up fields across a group.

Do it manually

1. Open Customers and choose People.
2. Filter or search to find the records you need.
3. Edit safe fields directly in the grid when inline editing is available.
4. Select records for a bulk action.
5. Preview the bulk change before applying it.

Ask Faster AI

Find people added this week who do not have an owner, prepare an owner assignment plan, and show me the records before changing anything.

Review before saving or publishing

• Preview bulk changes before applying them.
• Avoid overwriting fields that another workflow owns.
• Check duplicate warnings before adding selected people to a journey.

Common mistakes and fixes

• If a field is not editable, check CRM field permissions or layout settings.
• If pasted data looks misaligned, undo and paste again with matching columns.
• If a bulk action affects too many people, narrow the filter and preview again.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of edit the people grid and use bulk actions.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Import or add contacts
• Use saved customer views
• Find and merge duplicate records

Use it in daily operations

• Before saving, confirm the customer, company, owner, lifecycle stage, and next action are correct for the business process.
• When AI helps with customer context, ask it to summarize the record and list assumptions so a teammate can review without exposing private details publicly.
• Use tasks, notes, saved views, or pipeline updates to turn customer context into an explicit follow-up instead of leaving it only in the timeline.

Team handoff

• Include the exact record, page, campaign, or setting name in the handoff so the next teammate can find the same workspace context quickly.
• Call out anything still unresolved, such as placeholder media, missing customer data, pending approval, or a follow-up task that needs an owner.
• If AI prepared the draft or checklist, ask it for a short summary of what changed and what still needs human review before the work is considered complete.