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Ideas Portal
For Studio Pro
Categories Leads and Prospects
Created by Elizabeth Jacobs
Created on Aug 12, 2024

Change bulk lead options

It would be nice to have the ability to change selected leads in a bulk fashion. Whether it's changing the stage, campaign or source, it would be nice to do this in one click instead of having to go into each individual lead. I have a stage created for missed opportunities (such as leads who missed our Open house event) and I want to send an automation to them. To do that I have to go to each lead, change the stage to the missed opportunity stage. I have over 150 leads to process this way and that's very daunting!