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

John Baldwin
on 11/6/14, 11:01 AM 728 views

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?



| 5 3 6
Jakarta, Indonesia
On 2/1/15, 8:56 PM

Have you tried this?



| 5 4 6
Zagreb | Karlovac, Croatia

there is only 10 kind of people the ones that understand binary ... and others

On 2/2/15, 4:12 AM

No problem.. check OCA/server tools repository

Module you are looking for has appropriate name: mass_edit 

hope it helps : )

Dale Thomas
On 2/1/15, 7:25 PM

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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Asked: 11/6/14, 11:01 AM
Seen: 728 times
Last updated: 3/16/15, 8:10 AM