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Updating Multiple Leads

Last Updated: Aug 16, 2016 10:09AM EDT
  When you have multiple leads to edit, you can update them as a group. This can save time when you have multiple leads to update the stage, reassign to a different user, and more. You can update the tasks from the Leads tab.

Use the search options to search for the leads that you want to edit.

Click the Update Multiple Tasks button.

Select the stage that you want to update for all of the leads.

If desired, select the user to reassign the tasks to.

If you want to change the follow up date for the tasks, select Tasks due on a specific date and enter the date. Otherwise, select Do not update the specific follow up date.

Click Update All to update the leads.
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