Leads Inbox Improvements: Bulk actions and editing contacts is going live for all users!

Inês Batata
Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
2500 Comments Second Anniversary 5 Likes First Answer
edited July 27 in What's New #1

We are rolling out this update gradually and it should be live for all users by the beginning of next week.

You will be able to:

  • Make bulk changes in up to 500 leads at a time
  • Change contact details for the Person and/or Organization linked to your lead (only default fields for now, custom fields will be editable in the future 🚀 )
     
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Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    I'm not seeing that on my end?

    image
  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #3

    I'm not seeing that on my end?

    image

    Hi @Boris Tsibelman !

    We are releasing it gradually and it should be on for everyone at the beginning of next week. Check your account again, please.

     

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited July 2020 #4

    I'm not seeing that on my end?

    image

    Confirmed! It's there now

    Thank you for the prompt response 

  • Jasper den Hartog
    Jasper den Hartog Posts: 22
    edited February 24 #5

    Oh wow, when will this be available for us? We'd like to start testing. Would be right on time. 

    And will there be an ex- and import function? Much appreciated on our side. 

    TNX. Jasper

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #6

    Oh wow, when will this be available for us? We'd like to start testing. Would be right on time. 

    And will there be an ex- and import function? Much appreciated on our side. 

    TNX. Jasper

    Hi @Jasper den Hartog , it should be on for everyone at the beginning of next week. 🙂

    There's already a Leads import function available, see here: How can I add Leads to my Leads inbox?

    Exporting should come in the future, but no expected date yet. Stay tuned here in the Community for announcements regarding that and other feature updates.

  • Frank Berenschot_41850
    edited March 16 #7

    Hello,

    Is there any further update on the bulk edit in the leads for custom fields?

     

    I am trying to edit exhibition leads with the a source of the leads, but as of now it is still unavailable to edit this in bulk. 

    Let me know when this will be available.

     

    Best,

    Frank