What actions can I take on multiple records at the same time?

You can perform several actions on multiple records at the same time. This saves you time and helps improve efficiency. For example, you can select multiple leads in Workspace and qualify them all by selecting the Qualify action.

Here's a list of the Lead actions that you can perform on multiple lead records: Accept, Delete, Qualify, Unqualify, Update, Rank, Run Assignment, and Score.

When you select multiple activity records, you can also perform these Activity actions all at one time: Mark Complete, Delete Task, Delete Appointment, and Delete Call Report.