How to update Leads in Bulk?
When a lead is created by a user, there are chances that for some valid reason bulk action update would be required. This article covers the steps to be followed for updating / deleting leads in bulk based on the clients current requirement.
To upload leads in bulk to the system it should be uploaded as a CSV file only.
Prerequisites
- Permissions: User with Lead Management > Lead update rights
- Product Plans: All
- Activities to be Completed: None
Steps
Step 1: Login to access default dashboard > Click on Leads button
Step 2: Click on multi select button in case of bulk update, it will by default select all the leads as set on the listing page. For example, if page view is set to 10 results per page only those 10 leads will be selected
Step 2 (a): There is a provision to select only those 10 or you can also choose all leads in one click
Step 3: Once required leads are selected, click on Update or Delete button to action on it accordingly
- Update button will allow to update any data fields of lead form page
- Delete action will erase the selected leads in one go
Step 4: In case of bulk update you can also use filters to narrow down the search parameter, for example, you want to update owner of lead in bulk, I've set filter to one of the existing user, in order to update records to new owner I can select all and update.
1. Max 10000 records can be updated or deleted in one go
2. Only 1 bulk job can be performed at a time from tenant id
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