ChapterBuilder - How to bulk update statuses

ChapterBuilder - How to bulk update statuses

The leads status is where it is in your process and it is signified by a letter grade (A+, B, C, etc.). 

A user can update multiple leads statuses at once if they are all being switched to the same status (you may have 4 leads you want to move to "C"). 

To update statuses for multiple leads at once, follow these steps:

1. Navigate to the Lead list (click on "Lead List") and select the Leads you want to work with. To select a Lead, simply click the checkbox in the upper right corner. You will know who you selected, because they will turn red. It will also tell you how many Leads you have selected at the top. 

2. Click the red "Actions" button in the upper right corner and select "update status"

3. Select the status you want to change the selected Lead's too. 

Note, this activity will be recorded in both the Group Activity Report and the Activity Feed.


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