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How to mass update lead status?

SOLVE
Occasional Contributor

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?

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Accepted Solutions
Regular Advisor

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. 

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Regular Advisor


2000px-Ok_sign_font_awesomeDoes my post help answer your question?

Help the Community by marking it as SOLVED

 

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

 

Short A: (see image)

hubspot-crm-global-edit-lead-status-gif.gif

 

Longer A: n/a

 

Does that help solve your question?

Best,
Frank

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Your Remote HubSpot Partner

www.MFrankJohnson.com

 

Remember to include @MFJLabs in your message if you'd like me to reply.

3 Replies
Regular Advisor

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. 

Reply
0 Upvotes
Highlighted
Regular Advisor


2000px-Ok_sign_font_awesomeDoes my post help answer your question?

Help the Community by marking it as SOLVED

 

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

 

Short A: (see image)

hubspot-crm-global-edit-lead-status-gif.gif

 

Longer A: n/a

 

Does that help solve your question?

Best,
Frank

share-on-Linkedin-Button-75x19.png 


Your Remote HubSpot Partner

www.MFrankJohnson.com

 

Remember to include @MFJLabs in your message if you'd like me to reply.

Occasional Contributor

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!