ChapterBuilder - How to Bulk Update Lead Referral Source

ChapterBuilder - How to Bulk Update Lead Referral Source

Did you just import a bunch of leads and need to update their referral source all at once? You can update multiple lead's referral source at once now using the bulk action - "Assign Referral Source." 

How to Bulk Assign Referral Source 

1. Navigate to the Lead List 

2. Select the leads you want to assign a new referral source to by clicking the checkbox on their card or entry on the list view. 


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