Bulk transfer of leads
Hi Team, wanted to give feedback as I've learned that there is no way for me to do a bulk transfer of leads from one owner to another. In cases where an owner is leaving the company, if they have over 500 leads, all those leads has to be transferred manually and that will take too much effort and time to complete. Please include this feature on your roadmap as it will be very helpful in scenarios like this. Thank you!
Comments
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Hi @Rachel Cecilia Balinas , thank you very much for your feedback!
Your suggestion makes perfect sense. I can tell you that we're working on improvements for Leads as we speak and one of them will be giving it an interface similar to the List View and the way you can view and process your data from there.
So stay tuned for news and I've made sure your suggestion reaches our team.
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Inês Batata said:
Hi @Rachel Cecilia Balinas , thank you very much for your feedback!
Your suggestion makes perfect sense. I can tell you that we're working on improvements for Leads as we speak and one of them will be giving it an interface similar to the List View and the way you can view and process your data from there.
So stay tuned for news and I've made sure your suggestion reaches our team.
Update: just dropping by to let you know that bulk-editing and filtering in the Leads Inbox are now possible, see here:
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