π Have you ever wanted to apply a certain action across all of your leads with the click of a button?Β
Well, Bulk Actions are here!
πFirst, go to the 'Leads' tab on the left-hand panel π
πNext, you can select all your leads or certain leads to perform an action on π
πFrom there you can click Bulk Actions at the top right and select an action. π
You can also use the filters to target a group of leads fitting a certain criteria to perform a bulk action on. In this example we chose leads belonging to a certain agentπ
Β πNow that you have a filter of all leads belonging to a certain agent, you could mass assign them to another agent by clicking on Bulk Actions and Assign Agentπ
Β πYou can now choose a different agent or rep to mass assign those leads toπ
πThere are many Bulk Actions you can perform within your account, like mass muting leads, adding tags, creating tasks and much more!π
πGo ahead and give it a shot!Β
If you have any questions you can send an email to help@structurely.com and we will get back to you!
π The Structurely Team