We are here to help
Sales > Lead
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
- Change Lead Status
- Change Workflow Step
- Lead Owner
- 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:
- Check the box to the left of the lead's name on the Lead List.
- A Select Group Action drop down menu will appear just above your Lead List on the left-hand side.
- Choose the action you wish to apply to all of the selected contacts.
- A pop-up will appear with details for the specific action you are applying.
- Click submit after entering all pertinent details.
If you have any questions on the contents of this article, please
for additional assistance.
If you would like a DEMO of the software, kindly visit https://franchisesoft.com and
request a Demo.