How do I change the status on leads in bulk?

Subject

Applies to: Admin/Branch Manager
Purpose: This article explains how Admin/Branch Manager users can update the status of multiple leads at once using the Lead Management mass actions feature, helping streamline lead organization and follow-up workflows.
Location in Ricochet: Lead Management

Description

This guide walks Admin/Branch Manager users through the steps to filter leads, select one or more records, and apply a new status in bulk from the Lead Management page. It also covers important notes about bulk updates, including queue processing for larger lead selections and confirmation prompts to ensure changes are applied correctly.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. To change the status of leads in bulk, filter your leads as needed. Next, select one or more leads on the page. To select all, click the checkbox at the top row.

Or select all leads by checking the box for "Select all leads of this search"

2. Click Actions

3. Click inside the Statuses area and choose the status you want to apply to the selected leads.

4. Once you have the status selected, click Save

5. Click Ok to confirm the changes.

Note: If you selected more than 50 leads, the process will be put on queue to be processed in the background. You'll receive an email once it's completed.