teamgate support corner

How to use bulk actions in Leads?

Giedre -

 

Use actions with multiple leads at once is a great way to quickly (and easily) organize your data. You can:

  • Tag
  • Assign owner or collaborators
  • Delete all
  • Send SMS messages
  • Or export to CSV

The steps are very simple:

  1. Open Teamgate Leads
  2. Select Leads you want to tag in bulk, as an example, using checkboxes. You can use "Select all" option by clicking the first one checkbox.
  3. Select an action from the additional menu at the top of the Leads list.
  4. Select tag from the tags list (or different options).
  5. Save.

 

 

Have more questions? Submit a request

Comments