Editing leads in bulk

In 3sigma CRM, managing multiple leads efficiently is crucial for optimizing your sales process. Our bulk actions feature allows you to perform various operations on multiple leads simultaneously, saving you time and enhancing productivity. Whether you're on mobile or desktop, you can easily edit, filter, and manipulate leads in bulk. Here’s how you can make the most of these features! 📊

Performing Bulk Actions

1. Selecting Leads

• Mobile:

  • Long press on the lead in the leads screen to enable selection mode. You can then tap on multiple leads to select them.

• Desktop:

  • Click on the checkbox in the lead grid to select multiple leads at once. You can easily choose all leads or select specific ones as needed.

2. Bulk Editing Leads

Once you have selected the leads, you can perform various bulk actions:

• Change Status: Update the status of all selected leads at once (e.g., move them from "New" to "Contacted"). 📅

• Update Labels: Assign or change labels for multiple leads simultaneously, making it easier to categorize and filter leads. 🏷️

3. Quick Share

You can quickly share information about multiple leads:

• Bulk Share Content: Select multiple leads and choose the option to share content through email, WhatsApp, or other messaging platforms. This feature streamlines communication and ensures consistency in messaging. 💬

4. Bulk Assignment

• Assign Leads: You can bulk assign selected leads to specific team members, ensuring that everyone knows their responsibilities. 👥

5. Creating Bulk Tasks

• Bulk Task Creation: Generate tasks for all selected leads at once, setting reminders and deadlines to stay organized. This feature helps in managing follow-ups effectively. 📝

6. Copy and Move Leads

• Copy Leads: Create duplicates of selected leads in your CRM, which is useful for managing leads that require similar follow-up actions.

• Move Leads: Shift selected leads to different custom lists or categories for better organization. 📂

7. Deleting Leads

• Bulk Delete: Permanently remove multiple leads at once. Use this feature with caution, as this action cannot be undone! 🚫

8. Adding Leads to Automation Rules

• Automation Rules: Add selected leads to specific automation rules for streamlined follow-up processes. This integration enhances your efficiency in managing leads. 🔄

9. Campaigns

• Send WhatsApp/Email Campaigns: Launch campaigns targeting multiple leads via WhatsApp or email, increasing your outreach efforts and engagement. 📧

How to Access Bulk Actions

1. Log in to your 3sigma CRM account. 🔑

2. Navigate to the Leads screen. 📋

3. Select the leads you want to manipulate using long press (on mobile) or checkboxes (on desktop).

4. Choose the desired bulk action from the available options.

Conclusion

The bulk actions feature in 3sigma CRM allows you to efficiently manage and manipulate your leads, enhancing your overall productivity. By utilizing these tools, you can streamline your sales processes and ensure effective communication and follow-ups. For any questions or assistance, reach out to our support team through the "More > Get Help" option in the app. 📞