Ricochet360 Support

Direct Link to tutorial/solution:

Click here to view tutorial/solution in a new tab.

Embedded tutorial/solution:

Here's an interactive tutorial

https://www.iorad.com/player/1802664/How-do-I-change-the-status-on-leads-in-bulk-

Copy of text and screenshots from the tutorial/solution:

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.

Applicable User Seat Types

All User Seats

Applicable Permissions

Administrator

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