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LeadManager: Lead Edit: Change The Status Of Multiple Leads in Normal View  

 

TOPICS COVERED IN THIS ARTICLE:

  • How To Change the Status of Multiple Leads in the Normal View

 

 

ENVIRONMENT:

  • LeadManager

 

 

 

STEP BY STEP INSTRUCTIONS:

 

NOTE: status changes via Normal View supports 100 leads at a time at a time. To change the status of more than 100 leads at once, please use custom reporting and batch processing.

 

  1. Go to the Leadstab in and select Normal View
  2. Select the leads whose Statusyou want to change. Selecting a lead is done by clicking the check box in the Selection Column.
  3. The Selection Column appears at the left side of the View Leads Table.
  4. Select the leads that you want to change the Status for by checking the box next to each corresponding lead record.
    • NOTE: You can select only 100 leads at a time

 

 change_lead_stat1.JPG

 

 

  1. With the desired leads selected, click the Lead Control Arrow icon which appears at the top of the Selection Column.
  2. Clicking here will reveal the Lead Control Menu. Please note that depending on your role, the LeadControl Menuitems will vary.
  3. Move your mouse over Change Statusto reveal a list of the possible Statuses.
  4. Move your mouse to the Statusyou would like to change the leads to and click.

 

 change_lead_stat2.JPG

  1. The Normal Viewpage will now reload with the changes you made.

 

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