To manage your CRM leads, open the My Leads By Status State page from the Leads > My Leads menu on the top navigation bar.
The page shows your leads grouped by the status state on the left and the lead filtering options on the right:
To filter your leads, select one or more filters and click the Search/Filter button.
In the example below, a filter is applied to find leads in the Hot Lead status state:
To manage the leads in a specific status state expand the accordion for that status state and click Manage Leads:
The Viewing Leads in Status page now opens as shown in this image:
Select the leads you wish to update, select the desired update actions and click Continue.
Click OK on the confirmation dialog which appears next and the selected actions will be executed.
In the example below, the status state for two selected leads will be changed to "Negotiations":
Here is a list of the mass actions that you can perform on the selected leads:
- Assign leads to another user
- Unassign leads from a specific user or from all users
- Change the Status State
- Change the Campaign
- Change the Lead Source
- Change the Lead Group
- Delete the leads
The mass actions button enables you to create an outbound call queue from a selection of leads, or to send mass SMS texts or emails: