Updating Multiple Leads

You can use the Update Multiple Leads dialog box to change the owner or account manager for multiple leads at once.

To change

1. Open the Lead List view, and then select a group tab.
2. Select one or more records. To select more than one record, hold down [Ctrl] or [Shift], and highlight the records.
3. Right-click in the grid, and click Update Leads or in the Task Pane, under Lead Tasks, click Update Leads.
4. In the Update Multiple Leads dialog box, click the Update drop-down arrow and select from the list. Options include Owner or Account Manager.
5. Click the To Find button, use the Lookup to find and select a record, and then click OK.

Related Topics

Leads Overview