CRM Basics - Batch Editing Leads

This video provides a step-by-step guide on how to batch edit leads within the Max CRM System, improving workflow efficiency. To begin, navigate to the lead list from the performance dashboard. You can select multiple leads by clicking the checkbox next to each name or use the top checkbox to select all leads at once. For a more specific selection, you can uncheck the top box and manually choose individual leads.
After selecting the desired leads, click the "Edit X Leads" button, where "X" reflects the number of leads chosen. This opens a menu with various options, such as adding or removing tags, updating pipeline stages, adding leads to campaigns, or exporting them to a CSV. For instance, if the selected leads were met at a military networking event, you can tag them as "military" for future targeted outreach.
Once the desired tag is applied, click "Save." To locate these leads later, you can use the filter feature with the new tag. This efficient batch-editing process helps streamline lead management within Max CRM, saving time and improving organization. For further questions, users are encouraged to explore the knowledge base at help.agentelite.com.