Example Mass Update
A sales manager dealing with many potential customers can make use of mass updates. As potential customer leads are lost and communication stops, the sales manager can use mass updates to give all outdated lead records the status Customer-Lost Customer:
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From the Contact Management section of the Mass Updates list, the manager selects the Change Customer Status mass update. On the Mass Update page, the manager:
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In the Change Status to dropdown list, selects Customer-Lost Customer.
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On the Criteria subtab, defines the Date Created as a filter, and in the popup window that appears, selects within last month to date and clicks Set.
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On the Results subtab, defines the columns to be displayed as update results.
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On the Audience subtab, defines the users who have access to the mass update.
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Click the Save button.
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The mass update is now available as a saved mass update.
The manager can go to Lists > Mass Update > Saved Mass Updates each month and use the saved mass update to close lead records that have become outdated since the last update.