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How can I make bulk changes to my leads?

The 'bulk actions' function in Funnel allows you to easily make changes to multiple leads at the same time. Whether you're using a quick view, a filter, or a segment, once you've grouped the leads that you'd like to update, simply click the checkbox at the very top of the list to select all of the leads. 

 

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Once you've done so, a 'bulk actions' button will appear. Click on this button to see the drop-down list. 

 

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You will now be able to choose from the following bulk actions: 

  • Change owner: allows you to change the internal team member who owns or is responsible for all of the selected leads.
  • Change stage: allows you to change the enrolment stage of all of the selected leads (for example, if you have created a list of students who handed in paper enrolment forms, you could find them and bulk edit their stage to 'enrolment').
  • Merge: allows you to choose one target lead, into which any missing information found in the details of the other selected leads will be added.
  • Add to list: this option allows you to add all of the selected leads to one of your existing lists.
  • Export: allows you to export all of the selected Leads into a Microsoft Excel or CSV file.
  • Send new email: allows you to send an email to your selected leads.
  • Delete: allows you to delete all of the selected Leads. You will be prompted with a pop-up asking whether you're sure you'd like to complete the deletion, however, be aware that once deleted, this action cannot be undone.

 

Need a hand? Don't hesitate to get in touch with our friendly support team for more information.

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