I have hundreds of contacts in my contacts tab. We did a conference with a couple hundred registrations. I opened all the submissions of the form for this conference.
Is there a way to choose all those contacts and in bulk change their lead status?
Hi @rkcastillo,
Under Menu > Contacts > Contacts, you can click Advanced filters (above the table view), select Add filter > Form submission and find your form.
The contact index page should now be filtered by all contacts who have ever submitted this form. You can then follow these steps to bulk edit the Lead status value of these contacts: Bulk edit records
Best regards!
If I click “Save View” it will put all the conference registrations into a tab. And then I can change the Lead Status of all of those in that specific tab but when I look at “All Contacts” the Lead Status isn’t changed in that tab.
Hi @rkcastillo
You just need to follow the below steps to chnage lead status in bulk :
1. Go to Contact tab.
2. click on the Advnace filter enter the critria you want.
3. Then Select all the contact, After selecting Contact click on the edit option then enter the field Lead status then enter the Lead statatus value you want.
3.Lead status value changes.
Hope this will helps you out.Please mark it Solution if you finds it helpful.
Thanks!