ChapterBuilder - Council Dashboard - Updating Statuses in Bulk
The Lead status allows you to indicate where a Leads are in your process. You can update multiple Lead's statuses by using the bulk status update feature. Learn how below.
Change Multiple Lead's statuses at once:
1. Navigate to the Lead List (use the left side navigation bar)
2. Find the Leads you are looking for (you can always sort, filter, and sort your lead list to find exactly who you are looking for). As you find them select them by clicking the check box to the left of each lead's name. You will know who you selected because they will turn red.
3. Once you have selected all the leads you want to update, click the red "Actions" button in the upper right corner.
4. A pop up window will appear that allows you to select a that status you want all of the selected leads to now have. Once you have selected the status, click the red "Submit" button.
Summary
The Lead status allows you to indicate where a Leads are in your process. You can update multiple Lead's statuses by using the bulk status update feature. This action is taken by selecting multiple leads on your Lead List and then click "Actions" and selecting "Update Status."
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