Bulk Edit Lead

Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity by offering to manage and update data in larger quantities within the system.

Bulk edit

Go to Sales and click on Leads

In leads, click on the the list view

In the list view select the records that you would like to edit in bulk

As you select the records edit and delete buttons will be enabled

Click on the Edit button

Select the value in the pop-up and click on + button

If you select the pipeline field, the lead status associated with it will also be selected

Select the pipeline and lead status and click on save

Pipeline and lead status will be changed for the selected records

Bulk Delete

Go to Sales and click on Leads

In leads click on the list view

In the list view select the records that you would like to delete

As you select the records delete buttons will be enabled, click on the delete button

Give your confirmation in the pop up and the records will be deleted