How to mass update lead status?

[Sales1]

I have imported a list of recently obtained contacts and not all of them have e-mail addresses.  There was no indication that I needed to assign lead status before the import, and while importing all were marked as 'lead' lifecycle stage, which is fine, but none of them have a lead status.

If I go back and assign it then re-import, there will be lots of duplicates.

How can I mass update the lead status of many contacts at once?

[bradmin · Accepted solution]

Hi, @Sales1. Any import will create a static list of everyone who was part of that import. This list can be used as part of a (single-use) workflow, setting whatever lead status value you want. If multiple values are desired, you'll need to create multiple workflows with conditional criteria for anyone who was part of that import, then each workflow sets the desired value. 

[MFrankJohnson · Accepted solution]

Q: How to mass update lead status? [without re-importing]

Short A: (see image)

Longer A: n/a

[Frewy]

Frank what tool do you use to create that GIF? Its very nice!

[MFrankJohnson]

Thanks ... those are Photoshop GIFs ...

Ultimately abandoned that method in favor of Loom video ... too time-consuming.

[Frewy]

That makes sense, they are very high gloss. Which video platform do you use?

[Sales1]

Thank you very much! 

It seems obvious now, except that the top bar with the editing menu disappears when I scroll down through the contacts, so it was usually hidden. 

Hopefully I will be on my way now to having a useful tool!

[MFrankJohnson]

It's only 'obvious' once you already know how to do it. 😉

Best,

Frank

[bradmin · Accepted solution]

Hi, @Sales1. Any import will create a static list of everyone who was part of that import. This list can be used as part of a (single-use) workflow, setting whatever lead status value you want. If multiple values are desired, you'll need to create multiple workflows with conditional criteria for anyone who was part of that import, then each workflow sets the desired value.