To manage your IRIS CRM leads, open the My Leads By Status State page via the Leads > My Leads menu on the top navigation bar.
The page will show your leads grouped by the status state on the left, and the lead filtering options on the right as shown in this image:
Use the filters to the right to find leads that match specific criteria, and the leads report on the left will refresh to display the required leads.
In the example below, a filter was applied to find leads that are currently in the Hot Lead status state:
To view the leads in a specific status state, expand the accordion for that status state. To manage the leads in the state, click Manage Leads:
The Viewing Leads in Status page will now open, as shown in this image:
You can use the Viewing Leads in Status page to perform mass actions on selected leads. To perform the mass actions, first select the leads in the report shown in the lower part of the page.
After that, use the Actions for Selected Leads section to select the actions that will be performed on the selected leads. When finished, click Continue.
You will then be prompted to confirm the actions that are being taken. Click OK on the confirmation dialog and the selected actions will be executed. Finally, a confirmation message will appear which indicates the completion of the selected actions.
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.