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Performing Group Actions From The Lead List

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

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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

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.

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