Batch Editing Leads in Max

Video Transcript

00:00
Welcome back. In this video, you'll learn how to batch edit leads to streamline your CRM workflow. So let's dive right in. First, go to your lead list. So from the performance dashboard on the left-hand side, click the lead list icon. To select the leads you want to modify, click the small checkbox to the left of each name. If you want to batch edit multiple leads at once, you can click the top checkbox to select all of them.

00:30
Or if you prefer to be more selective, uncheck the top box and pick the specific leads instead. In this example, I'm going to choose Dana, John, Cameron, Gary, and Nicholas. And once you've selected your leads, click the button at the top of the field that says Edit X Leads. Now this in this case, the X reflects the number of leads you picked.

00:55
So it could say 150, 30, or even 200, depending on your selection. Now clicking that button is going to open up a menu with several options. And you can add tags, remove tags, update the pipeline stage, add leads to a campaign, or even export them to a CSV. In this case, let's say you met these contacts at a military networking event over the weekend, added them to your database.

01:23
and now you want to tag them as military for targeted outreach. So go ahead and look for the military tag. If you don't see it right away, scroll down until it appears, and once you find it, select it. Now click Save. To target these leads later, you can filter your list by the new tag. So I'm going to unselect the current leads and apply this filter. And there you have it. Your five tag leads are ready to go.

01:52
Batch editing makes it easier and more efficient to manage your leads. And hopefully, this walkthrough helps you maximize your workflow. If you have more questions about the system, feel free to explore our knowledge base at help.agentelite.com. Thanks for joining me today.

Video Summary

This video provides a step-by-step guide on how to batch edit leads within the Max CRM System, improving workflow efficiency. To begin, navigate to the lead list from the performance dashboard. You can select multiple leads by clicking the checkbox next to each name or use the top checkbox to select all leads at once. For a more specific selection, you can uncheck the top box and manually choose individual leads.

After selecting the desired leads, click the "Edit X Leads" button, where "X" reflects the number of leads chosen. This opens a menu with various options, such as adding or removing tags, updating pipeline stages, adding leads to campaigns, or exporting them to a CSV. For instance, if the selected leads were met at a military networking event, you can tag them as "military" for future targeted outreach.

Once the desired tag is applied, click "Save." To locate these leads later, you can use the filter feature with the new tag. This efficient batch-editing process helps streamline lead management within Max CRM, saving time and improving organization. For further questions, users are encouraged to explore the knowledge base at help.agentelite.com.