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
Performing Bulk Update
After you’ve filtered your leads,
- 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.
- Next, hover your cursor over the Actions menu, then click Bulk Update.
- 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.
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For more lead management feature, see Lead Management Feature Guide.