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Leads and Changing Lead Source

Is there a way to change the lead source to a group of leads that have been imported? Instead of individually changing each lead source one by one is there a way to change in bulk?

I currently have about 250 leads that have a generic lead source label of "Trade Show." I have created a lead source name of a specific trade show and would now like to change the lead source from "Trade Show" to the newly created lead source.

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  • Unfortunately. no there isn't a way to do this.

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  • Surprised to see an "Insightly Team Member" not know how to do this.

    1) Export Leads

    2) Make changes in CSV

    3) Import Leads

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  • Hi Ron, thanks for the help :)

    Those steps will certainly work but please keep in mind that you can only select one Lead Source when importing a file. If you choose to update in this way, you'll want to make sure you've segmented the Lead records that you want to make changes to. Otherwise, all your records will have the same Lead Source. 

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  • Ouch. Wasn't aware of that.

    Bug or "feature"? Hmmmm.....

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  • Oops! I forgot to mention that the feature improvement request has also been noted. Our FAQ article: What happens when you post an idea to our Community can provide more information on how posts are taken into consideration when planning our roadmap.

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  • Yes, being able to update leads without altering their lead source by doing this work around would be ideal. I know that's not the exact topic of this conversation, but this is the closest I can find.

    It's crazy that we're forced to choose a lead source for every record when we should be able to simply have lead source as a field and either leave it blank so that it will remain the same or allow the default choice to populate, or have the option to enter the data in the sheet so it will carry over for each specific record to this field as we deem which record has which lead source.

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  • Hi; 

    Is there a way to edit the "lead source" field? As it only gives 5 different options...I;d like to include some more customized options.

    Thanks;

     

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  • Hello Carlos,

    In our New Insightly Experience, you can create a new Lead Source by following these steps:

    1. Go to the System Settings > Lead Sources page.
    2. Type the new source name in the New Lead Source field and click the Add Lead Source button.
    3. Once a source is saved, you can select the Default radio button next to it to make it the default selection when someone creates a new lead.
    4. You can also place the statuses in a specific order in the dropdown list. Click and hold the handle on the left to drag and drop the items up or down.

    This article helps explain the process with helpful screenshots as well: Setting up your account for lead management 

    Hope that helps!

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