Sales Hub Onboarding

LTroesh
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Update lead status for 290 new imported lead

解決

Hi, I have recently imported 290 leads. I need to update the lead status. It is all the same status to begin. Can I do it at the same time? 

 

Also need to group these imports into the same group. 

Thanks

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Update lead status for 290 new imported lead

解決

Hi @LTroesh,

 

Yes, this is possible. To start, navigate to Menu > Contacts > Contacts and click All filters (center of the screen, above the contact table) to filter for Import is any of [your import]. After doing so, you can select all contacts by clicking the top left checkbox.

 

karstenkoehler_0-1665720630068.png

 

Pay attention to the "Select all [ ] records" message if there are contacts on following pages. You can then click Edit (again center of the screen, above the contact table) to bulk edit the Lead status value. This is also explained here: https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks

 

If by group you are referring to a list, you can find steps to add these contacts to a list here: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Update lead status for 290 new imported lead

解決

Hi @LTroesh,

 

Yes, this is possible. To start, navigate to Menu > Contacts > Contacts and click All filters (center of the screen, above the contact table) to filter for Import is any of [your import]. After doing so, you can select all contacts by clicking the top left checkbox.

 

karstenkoehler_0-1665720630068.png

 

Pay attention to the "Select all [ ] records" message if there are contacts on following pages. You can then click Edit (again center of the screen, above the contact table) to bulk edit the Lead status value. This is also explained here: https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks

 

If by group you are referring to a list, you can find steps to add these contacts to a list here: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!