How to bulk Update leads in Kylas CRM?

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

  1. Permissions:  Any user with permission to update leads.
  2. Product Plans: Embark/Elevate
  3. 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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