Lead Management Page - Mass Actions

Questions / Support Articles related to the Lead Management Page - Mass Actions section

How do I change the lead owner on leads?
Direct Link to tutorial/solution: Click here to view tutorial/solution in a new tab. Embedded tutorial/solution: 13 STEPS 1. To change the owne...
Fri, Feb 11, 2022 at 7:10 AM
How do I unassign the lead owner on leads?
Please see the below tutorial that illustrates how to change or unassign lead owners from leads: Link to Solution Applicable User Seat Types Admin ...
Mon, Apr 19, 2021 at 1:22 PM
How to I change the vendor name on leads?
Direct Link to tutorial/solution: Click here to view tutorial/solution in a new tab. Embedded tutorial/solution: 5 STEPS 1. To change the vendo...
Mon, Apr 19, 2021 at 3:02 PM
How do I add a tag on leads?
Direct Link to tutorial/solution: Click here to view tutorial/solution in a new tab. Embedded tutorial/solution: 5 STEPS 1. To add tags to lead...
Mon, Apr 19, 2021 at 3:01 PM
How do I change the branch on leads?
Direct Link to tutorial/solution: Click here to view tutorial/solution in a new tab. Embedded tutorial/solution: 5 STEPS 1. If you have multipl...
Mon, Apr 19, 2021 at 3:01 PM
How do I mass-delete leads?
Direct Link to tutorial/solution: Click here to view tutorial/solution in a new tab. Embedded tutorial/solution: 3 STEPS 1. If you need to dele...
Mon, Apr 19, 2021 at 3:01 PM
How can I merge lead records?
Direct Link to tutorial/solution: Click here to view tutorial/solution in a new tab. Embedded tutorial/solution: 7 STEPS 1. If you need to merg...
Mon, Apr 19, 2021 at 3:00 PM
What does the “Associate as Contacts” do to leads?
Direct Link to tutorial/solution: Click here to view tutorial/solution in a new tab. Embedded tutorial/solution: 11 STEPS 1. The "Associat...
Mon, Apr 19, 2021 at 2:59 PM
How do I change the status on leads in bulk?
Direct Link to tutorial/solution: Click here to view tutorial/solution in a new tab. Embedded tutorial/solution: 5 STEPS 1. To change the status o...
Wed, May 5, 2021 at 11:27 AM