Select multiple leads/contacts
complete
M
Mick Lewis
the ability to select multiple leads or contacts to make adjustments, delete or to add to a campaign, or pipeline.
HIGHLVL-I-374
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Core Platform
complete
Core Platform
under review
M
Michael Jones
YES! And please allow to filter by record owner, then bulk reassign to another user.
I've seen a really cool feature in a real estate crm that gave 2 lead reassign options: 1 would assign all checked leads to one user, but option 2 allowed to reassign all checked leads to multiple users in a round robin fassion. AMAZING feature!
An extremely common use case would be when one use leaves the organization and the client hires a replacement, or the other users need to take ownership or split ownership of the terminated user's leads.
M
Mick Lewis
YES!!! And to be able to tag, or assign user to multiple rather than one by one.