How to Bulk Update Lead Fields?

Use the bulk update feature to update a single lead field across a series of leads. Here’s how to do it –

 

Filtering Your Leads

You can use quick search or advanced search on the Manage Leads page to filter and find the leads you’re looking to update. For more information on advanced search, see How to Use Advanced Search.

 

Performing Bulk Update

After you’ve filtered your leads,

  1. On the Manage Leads page, click the checkboxes alongside the leads you want to modify. Alternatively, you could click the checkbox alongside the ‘Lead Name’ column to select all leads.
  2. Next, hover your cursor over the Actions menu, then click Bulk Update.
  3. On the Bulk Update pop-up, use the drop-downs to select the Lead Field and the New Value. Click the checkbox to update leads across all pages.

You’ll receive a confirmation message stating that your bulk update request has been queued. You can click the link in the message to view the status.

Note: You’ll not be able to bulk update Lead Stages if the Enable Comments on Stage Change (My Profile>Settings>Leads>Lead Stages) setting is enabled in your account.

Lead Bulk Update

 

Any Questions?

We hope this article was helpful. If you have feedback, please leave us a comment below.
For more lead management feature, see Lead Management Feature Guide.

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ashish
ashish
1 month ago

how can i cancel something if i put it on bulk update?

rohit rana
3 months ago

Hey, The option to bulk update lead stages is missing?

Sri Sudhan
Admin
Reply to  rohit rana
2 months ago

Hi, Rohit. Can you please check if Enable Comments on Stage Change (My Profile>Settings>Leads>Lead Stages) is enabled in your account? If yes, you’ll not be able to Bulk Update Lead Stages. Disable this setting and please try again. If the issue still persists, please let us know.

Krishna Menon
Krishna Menon
6 months ago

How do you filter based on multiple lead numbers or multiple email ids or phone no? Like how do we do a sql query where we can use the in parameter and filter multiple leads?

shalini
shalini
6 months ago

How to undo bulk lead update

Sri Sudhan
Admin
Reply to  shalini
5 months ago

Hi, Shalini. Unfortunately, it cannot be done through the LeadSquared application. But you should contact your account manager or write to support@leadsquared.com, and explain the issue to them. They’ll help you find a resolution. Thanks.