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Performing Group Actions From The Lead List

Modified on: Wed, 18 May , 2022 | 01:47 PM

A list of the group action items includes the following:

  • Assign Contact Group
  • Call Log
  • Activate
  • Deactivate
  • Change Lead Status
  • Change Workflow Step
  • Lead Owner
  • Note
  • Send Email
  • Send SMS
  • Subscribe for Email
  • Unsubscribe for Email
  • Subscribe for SMS
  • Unsubscribe for SMS
  • Assign Training

To access this feature from your Lead List:
  1. Check the box to the left of the lead's name on the Lead List.
  2. A Select Group Action drop down menu will appear just above your Lead List on the left-hand side.

  3. Choose the action you wish to apply to all of the selected contacts.

  4. A pop-up will appear with details for the specific action you are applying.
  5. Click submit after entering all pertinent details.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 


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