We have created a set of "Strategic Goals" and "Geographical Priorities" that we're assigning to Potentials as they make their way through our pipeline, but for those that are already in the pipeline, I'd like to use mass update based on fields in the associated accounts. So, for example, a Geographical Priority might be "West Coast", so I'd like to update Potentials to select "West Coast" whenever the Account billing state contains OR, CA, WA. Or, if the Account Industry is "Accounting Firm" I want to attach "CPA Recruitment" to the "Strategic Goals" field on the associated Potential.
Is there a way to do this using Mass Update, or is this only possible if I export a report, make the updates in CSV or Excel and then re-upload?