Create Leads in bulk

Status: Delivered

Status history

My team wants more options on the create leads form when we bulk create leads from the contacts page. We would like to be able to make a custom view and then check all of the names on the list and click the +Create leads at the top. Currently, the form that comes up only has two questions, Lead Pipeline Stage and Lead Owner. We would like it to have the same amount of options as the lead form when you create the Lead from an individual contact record or the Lead Prospecting page. (see last picture) This would allow our sales teams to make a custom view base on their different call projects and then make leads for them. Then they could update the Stage as the work through their different projects without impacting the properties on the contact record.

Hi Kylie! This should now be available and updated for you (see image below). This should be the same in the Workspace or in the CRM Index Page for leads. Let us know if there are any other questions or concerns regarding this.

Should be available as of October 2025