You can perform multiple bulk operations on your selected leads. Available actions include:
Cancel – Cancel an ongoing batch operation
Owner – Change the lead owner
Send Email – Send an email to multiple leads at once
Participants – Assign or replace participants
Lead Status – Update the lead status
Delete – Delete selected leads
To change the owner for multiple leads:
Select the leads you wish to update.
From the bulk operations menu, click "Owner".
Select the owner to assign to the leads.
Click "Confirm".
A confirmation popup will appear. Click "Confirm" again.
You’ll see a notice that the batch operation is being processed. Click "Confirm" to view the operation status.
You will be redirected to the Batch Operations page. For more details, refer to:
You will be redirected to the "Notify" page where you can proceed to draft your email.
The selected leads will automatically be added to the recipients list.
Once your email is drafted, you can proceed to send it. For more details, refer to:
Select one of the two options:
Replace – Replaces existing participants with the selected ones.
Add – Adds selected participants to the existing list.
Click "Confirm".
A confirmation popup will appear. Click "Confirm" again.
You’ll see a notice that the batch operation is being processed. Click "Confirm" to view the status.
You will be redirected to the Batch Operations page. For more details, refer to:
Click "Confirm".
A popup will inform you the batch operation is in progress. Click "Confirm" to view the status.
You’ll be redirected to the Batch Operations page. For more details, refer to:
A popup will inform you the batch operation is in progress. Click "Confirm" to view the status.
You’ll be redirected to the Batch Operations page for details. For more details, refer to:
