Bulk actions on leads

  • There are many actions which can be performed on leads such as

    • Adding tags

    • Transferring ownership

    • Convert to a deal

    • Send SMS

    • Send email

    • Archive

    • Delete

  • It can be tedious to perform this actions on multiple leads.

  • In neetoCRM you can select multiple leads and perform action on those leads.

  • For example if you want to delete multiple leads then you can select multiple leads and select Delete action from Take action dropdown as shown below. All selected leads would then be deleted.

Can't find what you're looking for?