MediCRM

Bulk changes

Change many leads at once from the board or the list.

Tick the checkbox on the cards of the board or the rows of the list. A bar appears at the bottom with the actions:

  • Move to stage: every ticked lead moves to that stage. Each move is recorded and runs the stage bots.
  • Give to: managers and admins give the leads to a person.
  • Add tag and Remove tag.
  • Delete: managers and admins only.

The result says how many leads changed and how many were skipped, because you cannot see them or the change is not allowed.