How to use Select feature in CRM App to move leads in bulk?
SOLUTION:
Go to the leads page and click on the select button at the top right corner of the page.
After that, select all the leads that you want to move to another pipeline/stage.
After selecting all the leads, click on the move button at the top of the page and select the pipeline and the stage to which you want to move the lead.
After selecting the pipeline and stage, write the remarks that you want to mention and click on Move Leads.
The leads will be moved to the desired pipeline and stage.
Here is the video tutorial:
Go to the leads page and click on the select button at the top right corner of the page.
After that, select all the leads that you want to move to another pipeline/stage.
After selecting all the leads, click on the move button at the top of the page and select the pipeline and the stage to which you want to move the lead.
After selecting the pipeline and stage, write the remarks that you want to mention and click on Move Leads.
The leads will be moved to the desired pipeline and stage.
Here is the video tutorial:
Updated on: 25/10/2024
Thank you!