To guide users on how to perform bulk actions within the Active Leads pipeline.
Accessing Bulk Actions
Navigate to the Active Leads pipeline.
Switch the view from Grid View to List View.
Select the leads you want to manage.
Navigate to Selected Actions.
Available Bulk Actions
Add to Dialer
Select the leads.
Click Selected Actions.
Choose Add to Dialer.
This enables click-to-dial for the selected leads, allowing users to call leads one after another, take notes, and move to the next lead.
Add or Remove Tags
Select the leads.
Click Selected Actions.
Choose the bulk tag option.
Add or remove tags as needed.
Export Selected Leads
Select the leads.
Click Selected Actions.
Choose Export.
The selected leads will be exported from the system.
Delete Selected Leads
Select the leads.
Click Selected Actions.
Choose Delete.
The selected leads will be removed from the system.
Notes
Bulk actions are only available in List View.
Users can select multiple leads at once to save time.
Deleted leads may be permanently removed from the system.