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Help

How do I assign multiple Leads to one user all at once? (not one at a time)

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John Baldwin

I have two questions.

First how can I mass manage leads? I want my manager to be able to select a group (range) of leads and assign them all at once to a sales person.

Second, when I import leads from a csv file, the leads are automatically assigned to the user importing them. How can I change this to unassigned?
 

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Bole
Best Answer

No problem.. check OCA/server tools repository

Module you are looking for has appropriate name: mass_edit 

hope it helps : )
 

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Ivan
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Have you tried this?

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Dale Thomas
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You are asking the very question I am tr;ying to resolved.  I am assuming since no one answered it's a complete rookie question. :) 

 

If I find out I will reply. 

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