How to bulk Update leads in Kylas CRM?
This article covers the steps for bulk updating the leads, the dependencies and pre-requisites for executing the feature, glossary/definition of domain specific entities associated with the process of creating a lead.
Prerequisites
- Permissions: Any user with permission to update leads.
- Product Plans: Embark/Elevate
- Activities to be Completed: None
Steps
Step 1
Login to Kylas.-Go to 'Leads'. Select the leads which you want to update.
Step 2
Click on Update option and select the fields that needs to be updated for the selected Leads.
Step 3
Click on check box- I understand that the changes made cannot be undone. and click on Update.
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