1. Using Sales in the Redwood User Experience
  2. Accept or Qualify Multiple Leads at the Same Time

Accept or Qualify Multiple Leads at the Same Time

In the list view on the Leads landing page, you can accept or qualify multiple leads at the same time.

  1. On the Leads landing page, select the leads you want to take action on (callout 1 in the screenshot).

  2. Select one of the actions (callout 2). Which actions are available depends on which leads you selected. For example, if you select 4 unqualified and unaccepted leads you can both accept and qualify. If 2 of the 4 are already accepted, then the only action available is Qualify.

    Screenshot showing actions available when you select multiple leads on the leads list page. Features highlighted by callouts are described in the text.