Bulk Update on Activities

Activities are notable events in the lead life-cycle. LeadSquared comes built in with certain activities but also lets you create custom activities according to your business requirements.
For more information on activities and how to create them, see How to add Activity to Leads and Manage Activities.

With this release, you can update activities in bulk. This feature will make life a lot easier if your users work more on activities rather than leads.
For example, a user has sold your product to 5 leads today. Now he wants to update the activity field ‘Sales Date’ to today’s date. Instead of going to each and manually changing the activity fields one at a time, he can now simply use the bulk update option and be done in a flash.

Follow these steps to perform bulk update on activities:

  1. Navigate to the Manage Activities page.
  2. Select the check-boxes alongside the leads you want to update activities for.
  3. Hover the mouse over the Actions menu, then click Bulk Update.
  4. On the Bulk Update pop-up, select the Activity Field and the New Value for this field.
  5. Click Update.

GIF demonstrating how to perform bulk update on activities

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Asmita
Asmita
2 months ago

This is very useful feature. Also, I want to know how to change the date of the task to previous date for example from October to September

Asmita
Asmita
Reply to  Vir Singh
2 months ago

Thank you for helping with this. However, I had assigned a few tasks for quiet a number of leads for the month of October and I wanted to move all of them to September. Since I didn’t find any option, hence, the question.