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How do I update several leads at once in the CRM?

Tick people in All leads, then use the bar at the bottom to assign or clear an owner, change the stage, or set or clear a follow-up.

  1. In the CRM, pick the list and open All leads.
  2. Tick the boxes next to people. The box in the header selects everyone on that page. Your selection is kept when you change pages.
  3. A bar with the number of selected people appears at the bottom of the screen.
All leads: three people selected, with Assign owner, Change stage and Set follow-up at the bottom

The actions in the bar:

  • Assign owner: choose a teammate. To remove the owner from the selected people, click Clear assignment.
  • Change stage: choose one of the list's stages and press Move … leads.
  • Set follow-up: enter a Date & time and, if you like, a note, then press Set for … leads. In the same window, Clear reminders removes the selected people's existing reminders (including ones set one by one).
  • clear: drops the selection.

One action can cover up to 500 people; for more, do it in batches. People removed from the list in the meantime are skipped, and the notification says so.

The same bar is also on a company's page, for the people at that company.

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