Use actions with multiple leads at once is a great way to quickly (and easily) organize your data. You can:
- Assign owner or collaborators
- Delete all
- Send SMS messages
- Or export to CSV
The steps are very simple:
- Open Teamgate Leads
- 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.
- Select an action from the additional menu at the top of the Leads list.
- Select tag from the tags list (or different options).