backgroundLayer 1
Close
Full version. 14 Days for Free. No obligations No credit card No spam

By clicking Sign up with Facebook, Sign up with Google or Sign up with email, you agree to our terms of use and privacy policy

Close

Multiple actions with leads can be done in the "Leads" section - the "List" view or the "Leads" view.

If you need to select a lead for a specific parameter (in the "Search and Filter" enter additional parameters - click "Apply"), you will have the result of leads that you can change massively.

1. Action in Leads view - "List". After selecting leads by the filter or selecting certain stage, you need to click on an empty square to select leads (you can change all leads by the selected filter and remove ticks from the unnecessary ones).

After that you can choose one of the actions:

  • reassign
  • add to-do
  • change stage
  • delete
  • edit tags (there is no way to change the assigned tag, you can massively create / add / remove a tag for selected leads)
  • send chat message

Select one of the actions (if there are more than 50 items in the filter). Then an option will appear: "Do you want to apply the action to all leads in the account or only to the current page?"

  • Only to the current page (action applies to 50 items)
  • To all leads in the account (for all selected items)

2. Action in Leads view - "Leads". After selecting leads by the filter or selecting certain stage, you need to click on the upper right of the "three dots" = "More". Select "Multiple actions". To select leads, you need to tick above the stage (you can change all leads in the selected pipeline or remove extra ones - remove their tick).

After that you can choose one of the actions:

  • reassign
  • add to-do
  • change stage
  • delete
  • edit tags (there is no way to change the assigned tag, you can massively create / add / remove a tag for selected leads)
  • send chat message

After you select leads (if there are more than 20 items in the filter) - pop up window will appear "Do you want to apply the action to all leads in the account or only to the current page?"

  • Only to the current page (action applies to 50 items)
  • To all leads in the account (for all selected items)