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Bulk edit for Leads

First of all thanks again for making the Lead management available to all plans.

Is there a specific reason for not having Bulk edit with Leads (like we have with contacts and organization)?

That's also a pretty cool feature!

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54 comments
  • We really need this feature too - I've voted on the top posting in this thread but it's only on 10!

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  • What is the estimated implementation date for this feature (mass update Leads)?  Looks like the question came up nearly a year ago and I don't see this feature in action yet.  

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  • Hi Randi,

    This is on our radar; however we don't have a set time frame when this will be available. We'll make sure to keep you and the Community posted with any updates.

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  • Bulk editing of Leads would be an extremely valuable feature.

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  • This is a must.  Having a leads section is great but this is where many of the changes take place as your lead progresses to becoming a real prospect/customer.  It seems to me essential that there is a bulk update function.  I am a new user but its looking like not for long

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  • It's strange that this is not implemented given that it already exists in the contacts module. Should be easy to apply to the leads module...

    In the mean-time, may I ask if anyone has figured out some workaround for this? Maybe some smart zapier zap or so? Or perhaps there is a way to do this directly with a simple api call (though it seems you need individual lead IDs to update a lead status)

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  • Yes, great idea.

    Come on Insightly, you can do it 👍

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  • great idea.  Bulk edit for leads is a must.  

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  • Hiya, this post is over a year old is there any updates on whether bulk editing will be available?

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  • Hello everyone, I'm happy to report that update via import has been released: With Insightly’s improved Import Wizard, you’ll never have to manually update numerous records again. Learn more about it in our help articles. And, if you just want to learn about importing to Insightly, in general, consult our Importing Guide. I hope this helps you!

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  • Hi Jessica, 

    Thanks for the update. However this method is still unhandy compared to bulk editing contacts.
    It would be nice to have the same bulk editing options for contacts as for leads. 
    Also it would be great if we could add notes to multiple leads at once. 

    Regards,
    M.H.

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  • Bulk editing leads would be extremely useful for us too. Upvoted.

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  • If I understand everyone's requests properly, I believe Insightly already supports your use cases as Jessica mentioned above. If it doesn't, then please add your comments below.

    To update a bunch of leads in bulk, you just need to import a list using the recently improved import wizard. Just be sure to select the "Add New Records and Update Existing Records" option, ensure that your columns are appropriately named in the CSV file you are importing, and that your rows have an Insightly Record ID number attached to it.

    The links below should help you learn more about this improvement.

    Unless I hear from anyone that this isn't the solution they're looking for, then I'll make this the official comment on this thread. Thanks!

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  • Agreed 100%  I tried the export and import solution suggested and it instead changed the user responsible for ALL leads I reimported and didn't even make the edit I needed.  Do you have a timeline as to when bulk editing leads will be available.  Very important.

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  • Need to be able to bulk edit "Lead Status" !!

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  • This seems to be a massive oversight!  Just started using insightly for the main reason of tracking the results of mail marketing.  I need to be able to bulk update lead records to track who I have sent a brochure to.  I'm sending out hundreds and can't enter this manually.  The suggested workaround of exporting, editing and re-importing records is clunky and a great way to introduce errors if done on a regular basis.

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  • Also, when using the export / edit / import workaround, insightly over writes the existing lead source with a single selection during import so a bulk edit of all leads (with multiple sources) isn't possible. 

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  • While I DO NOT like to have to bulk edit leads, there are DEFINITELY use cases where it becomes necessary. The whole reason we are giving your CRM a go is to help minimize the extra steps and manual editing. If we cannot switch one field (i.e. referred by custom field, etc.) for 100 leads, that means we either have to strategically update via import or go one-by-one - in either case, there is a bigger chance for errors, and we now have to devote more manpower to that task. Please add this feature - since it is already an option under contacts, I cannot imagine that coding it into leads would take a miracle or a massive amount of time!

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  • Right lead status and I would like to be able to add notes as well. Working as a call center we use Excel to call from for ease of use due to lack of a quick lead assignment and calling. But this bulk edit feature and adding notes feature would be ideal. 

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  • I would LOVE to be able to bulk convert contacts to leads. Thanks

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  • So important...It's about time you fix this Insightly :)

     

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  • Me too!

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  • It's really strange. Bulk Edit and Bulk convert to contact is just a must-have feature. It was requested ages ago. I really need it too.

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  • Hey Marco,

     
    Insightly's new User Experience does have bulk editing functions for our contacts!  
     
    More information on bulk editing can be found here
     
    Regarding a bulk conversion of leads feature, that is something not currently on our roadmap but the more traction it receives on our community page, the more visibility it has with our team!
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