Bulk Edit Prospects

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2 min read

As a user, you can bulk assign prospects to a campaign, managers, vendors, departments, category, status, and sub-status.

  1. To bulk edit, go to the  ‘Prospects’ section.
saphyt prospects tab

2. Tick the box to select the prospects you want to update.

saphyte prospects list

3. Click on button.

4. A pop-up box will appear. It would display the number of prospects that you are about to edit.

saphyte prospects bulk edit

5. Simply click on the drop-down option on the category you wish to associate with your prospects. You can assign a bulk of prospects to a Campaign, Managers, Vendors, Departments, Categories, Status, and Sub-status.

saphyte bulk edit

Make sure that you have set up your list (Campaign, Manager, Vendors, Departments, or Lists) before assigning your prospects to a certain category.

  • The Add radio button enables a new manager/vendor/department to be added or assigned with the selected prospects.
  • The Overwrite button replaces the existing manager/vendor/department assigned.

5. Once done, click on .