Bulk actions on leads and deals

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

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Bulk actions for leads

Bulk actions for deals

For deals, the following bulk actions are supported

  • Adding tags

  • Transferring ownership

  • Updating status

  • Updating pipeline/stage

  • Deleting

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Bulk actions for deals

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.

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