CRM > Leads / All Leads

All Leads

The All page displays the leads from all the pipelines the user has access to. On this page the entries are shown as a table. This view cannot be changed. If necessary, you can sort the table entries by parameters, and customize the columns by selecting the app item properties to display.  

 

To do this, click the gear icon in the upper right corner of the page and select Table settings.

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Mass actions

 

On the All page you can apply the following mass actions to leads: assign to a user, delete, move to other pipelines, or change the selected lead if you have appropriate access rights.

 

To perform mass actions, select multiple leads. The Assign, Change status buttons appear in the upper right corner of the page.

 

  • Assign. You can assign the selected items to sales rep. The system will notify this employee in the activity stream that the leads have been assigned to him or her.

 

  • Change status. You can change the status of several leads at once. In the status selection window, you can also move leads to a specific pipeline.

начало внимание

The Change status button is visible only if the current user has edit or delete permissions for the leads. Read more about lead permissions in the Access to deals and pipelines article.

конец внимание

 

You can filter the leads by a certain parameter and then apply mass actions to them.

 

To do this, in the search bar, click the Search by parameters Pipeline_icon icon. In the window that opens, select the pre-defined filter or several parameters, such as designated user, pipeline, qualification type, and click Search. Then apply the desired mass action to the search results.