Bulk actions with leads
This article answers the following questions:
When you manage your leads, sometimes it is necessary to perform bulk actions such as changing the sales step of several leads at once, updating the status, removing or adding a tag, assigning several leads to another user, etc. Inside noCRM.io you can easily do this to efficiently manage your sales process.
How does it work?
To perform bulk actions with your leads, it's as easy as choosing the "compact mode" to view your leads.
You can choose this display mode from any page: All Leads, All My Leads, To-Do, Standby, Won... :
- Select the leads you want to modify
- Choose the action you want to perform with those leads: change status, step, assign to someone else, add to a client folder, add/remove tags, change sales step, delete...
Done!
⚠️ Important: When performing bulk actions, once a certain number of leads is selected, a warning message will appear asking you to confirm the action.
This message indicates how many leads will be impacted by the bulk action you are about to perform.
To proceed, you will need to confirm the number of leads and the action, as shown in the screenshot.
⚠️ If you've correctly synchronized your account with your calendar, when you choose to move several leads to Standby at once, the Calendar will inform you how many leads are already scheduled for the different days of the week / month.
