Managing leads and deals efficiently is a crucial aspect of customer relationship management, and neetoCRM simplifies this process by allowing you to perform various actions on multiple leads simultaneously.
Bulk actions for leads
You can streamline your workflow by selecting multiple leads and executing actions such as
Adding tags
Transferring ownership
Converting a lead into a deal
Sending SMS or emails
Archiving
Deleting
Bulk actions for deals
For deals, the following bulk actions are supported
Adding tags
Transferring ownership
Updating status
Updating pipeline/stage
Deleting
This feature eliminates the tedious task of individually handling each lead and deal, enhancing overall productivity and making lead management more accessible and time-effective.