Actions in Bulk

Actions in Bulk within the Leads section

The leads section provides a convenient way to select multiple leads, or even all of them, with a single click of the checkbox located at the top of the leads metric table. You can then perform a variety of bulk actions to efficiently manage your leads, these actions include:

Assign tag

Categorize a group of leads by assigning a tag, facilitating segmentation based on shared attributes or actions.

Remove tag

Remove tags from selected leads to assist with reclassification or to refresh your lead management strategy.

Delete leads

Purge your lead list by deleting multiple entries simultaneously, ensuring your database remains clean and up-to-date.

Assign sandbox demo

This feature empowers you to offer a group of leads access to a specific CMS product demo. It’s an invaluable tool for introducing them firsthand to your website-related product or service, thereby enhancing their understanding and engagement.

Please note, the system thoughtfully creates a unique product demo copy for each lead, assuming they haven’t previously accessed that particular demo.

When assigning sandbox or product demo copies in bulk, the system will automatically send a transactional email to each lead, detailing their individual CMS product demo copy.

It’s essential, therefore, to have a designated transactional email active under the “Demo Access Request Leads” category. Absence of such a setup will lead to errors during the bulk assignment of the CMS product demo.