New LeadMaster Feature – Update Records

Have you ever needed to update a group of records?  Perhaps you’ve imported the latest batch of leads and forgot to assign a campaign to them or maybe they arrived without the Lead Source identified.  Whatever the reason now there is an easy way to update any number of records in the system – intuitively called – Update Records.  You have the option of updating one to ten fields associated with campaign, sales & lead progress.

Update Records - Update one to ten Campaign, Sales & Lead Progress Fields

Update Records – Update one to ten Campaign, Sales & Lead Progress Fields

To access this feature select the records you want to update – either one at a time or using the search engine.  Then select ‘Update Records’ from the options menu.  Make your update selections in the dialog and click submit.  That’s it.  You’ve completed the update.

 

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47 Comments on “New LeadMaster Feature – Update Records”


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