Using Group History

Group History

 

The group history tool will allow you to manipulate a large number of leads at a time, and give you a quick solution to the issue of updating milestones and statuses in bulk.

How to use the Group History Tool:

1. Choose the folder you want to update

2. Make sure you wish to update every single lead in that folder (see moving leads around)

3. Go to Administration > Group History

4. Select the folder you wish to update.

5. Enter the history note in the text box, and choose your preferred settings on the drop-downs to the left.

6. If you change the Milestone and Status on the drop-downs, it will update every lead in the folder to the same Milestone and Status combination

7. Click Save History Note.

8. The note has been saved on every lead in that folder.

9. If you moved leads to save the note on them, you may now move them back to their original location if you need to.

If you want to label these leads with a Milestone or status combo that doesn’t currently exist in your system, look at Creating a Milestone or Status / Updating your dispositions