Bulk Edit Prospects

admin

2 min read

Updated: April 27th, 2022

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.

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

3. Click on button.

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

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 .