Bulk Operations

Brokers can perform multiple bulk operations on their leads.

The broker can perform several bulk operations on their leads, including:

1. Cancel - Cancelling a batch operation

2. Owner - Changing the lead owner

3. Lead Status - Updating the lead status

4. Delete - Deleting leads

Owner

1. Brokers will need to select the leads and the batch operation they wish to do.

   
2. The broker will need to select the owner's name or key in the email address of the owner here and click “Confirm”.

   
3. A pop-up notice will appear for the broker to “Confirm” to proceed.

   
4. Upon clicking “Confirm”, a popup notice will appear to inform the broker that the batch operation is being processed. The broker can click “Confirm” to view the batch operation status.

   
5. Upon clicking “Confirm”, the broker will be redirected to the batch operation page where they can view the status of the batch operation (please refer to this section for more details: Batch Operation).

   

Lead Status

1. Brokers will need to select the leads and the batch operation they wish to do.

   
2. The broker will need to select the lead status and click “Confirm”.

   
3. Upon clicking “Confirm”, a popup notice will appear to inform the broker that the batch operation is being processed. The broker can click “Confirm” to view the batch operation status.

1. Upon clicking “Confirm”, the broker will be redirected to the batch operation page where they can view the status of the batch operation (please refer to Batch Operation for more details).

   

Delete

1. Brokers will need to select the leads and the batch operation they wish to do.

   
2. Upon clicking "Delete", a popup notice will appear to ask you to confirm if you wish to delete the selected leads.

   
3. Upon clicking “Confirm”, a popup notice will appear to inform the broker that the batch operation is being processed. The broker can click “Confirm” to view the batch operation status.

1. Upon clicking “Confirm”, the broker will be redirected to the batch operation page where they can view the status of the batch operation (please refer to Batch Operationfor more details).