Pro IDX + CRM : Edit a Group of Leads in Agent CRM

Users of the Agent CRM can select multiple leads to edit, delete, download and more. This feature is only available for the Agent CRM product.

How to Edit Multiple Leads

1. Navigate to Leads > Lead List.
2. On the right side, select the checkbox next to every lead you want to edit.
   • You can use the pagination buttons on the bottom to view more leads, and the leads on the previous page will remain checked.
3. Click the “Edit # Leads” dropdown to reveal edit options. Click on the option you want to take on the leads you selected.

NOTE: If you click the top checkbox in the first header row, all leads will be selected.

List of Edit Options

• Add tags - select tag(s) you want added to the leads selected
• Remove tags - select a tag you want removed from the leads selected
• Update Pipeline Stage - change the pipeline stage for all leads selected to the stage chosen
• Add to Campaign - add all selected leads to a Marketing Automation Campaign
• Delete - delete all selected leads, you will be prompted to confirm you want to delete all leads
• Export to CSV - download a CSV file with lead detail information for all leads selected

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