Managing Leads · Bulk actions with leads

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Bulk actions with leads

When you manage your leads, you often need to massively change their step on the pipeline, massively assign them to another user or even add or remove tag. Inside no crm.io you can easily do that.

N.B.: It's not possible to massively change the status to Standby! Every lead needs to be managed individually when it comes to reminders.

How does it work?

To do bulk actions with your leads, it's as easy as choosing the "compact mode" to view your leads.

You can choose this mode from any page: All Leads, All My Leads, To-Do, Standby, Won... :

  • Select the leads you want
  • Choose the action you wish to make with those leads: change status, step, assign to someone else, add to a client folder, add/remove tags, change sales step, delete...

Done!