Bulk Create Leads from Address Book

Bulk Create Leads from Address Book

Users that have access to the Bulk lead management options are now able to create leads in Bulk directly from the Address Book

This functionality works well with the filtering options built into the customer dashboard and could be used with
  1. Contact Labels
  2. Lead Labels
  3. Customer Previous Vehicle History

Workflow

Clicking on the multi select option within the search header will open up the ability to select multiple contacts



When Multiple contacts have been selected, the Bulk Manage options will be available in the 3 dot menu




This will then present the user with some basic options required to create the leads




  1. User: Select the user that the leads will be allocated to
  2. Lead Source: Select the Source the leads will have
  3. Lead Campaign: Select the Campaign that the leads will have (optional on most accounts)
  4. Lead Type: Select the Lead type the leads will have
  5. Listing: Select a listing for the leads
  6. Lead Notes: Pre Load any notes into the leads
  7. Event Type: Pre Load an Event on the leads
  8. Event Title
  9. Event Date/Time
  10. Event Notes