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.