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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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Comments

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  • Hi Jonathan,

    Thanks for replying.

    I can't speak for anyone else, but that sort of frustrating hack is not what I need or what I would expect from a capable CRM. If the solution is to resort to an export and then re-import or records, I think that's a clear measure of failure. What a frustrating waste of time.

    The irony here is that if select a group of contacts, I have a button that lets me bulk edit them. That's what I want for leads. Just that; it's very simple, you've already made the exact feature for another record type. 

    Cheers,

    Ian

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  • That is an excellent question!

    I am trying to bulk edit the status field in Leads and find that there is no facility to do this.

     

    Regards,  Stephen.

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  • Hi everyone -  Don't forget to cast your vote! Votes are one of the first things we look at to help guide our product decisions. Clicking the arrow up will let us know this feature is important to you. Let us know if you have any questions. Thanks!

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  • I imported a large amount of leads and now I am trying to bulk edit the SOURCE field since they were already tagged. but during the import a unique source field value is forced. So now a bulk edit would be very useful.

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  • @Ian, @M.H., @Carmen Thanks for your response - this clears things up a bit. I will relay this feedback to the product team.

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  • It would be great if we could bulk convert leads -> contacts as well. 

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  • I agree, it would be an amazing feature to be able to convert bulk leads to contacts.

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  • Sadly -- after 2 years of asking -- this has still not been done. 

    I thought I'd post an update as we are cancelling our Insightly subscription this week and this has by far been one of our biggest frustrations. Having easy bulk editing for contacts, but needing to export and then re-import leads is something we've just put up with. I spend more time in Excel than Insightly... and that's not right.

    In case anyone was interested, our other main reason for moving away from Insightly is its current weakness around visualising a sales pipeline. We'd attempted to use opportunities alongside some custom reports, but these were not really good enough (in terms of sophistication or visualisation). We started to investigate integrating Trello to provide pipeline visualisation for Insightly, but, on balance, it was easier to move to another CRM.

    I still think Insightly is a good CRM, but it's not right for us. Those two frustrations pretty much saw it working against us on a daily basis.

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  • Still no ability to bulk change lead status? How is this not a standard functionality?!

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  • We're listening and appreciate all the feedback and the suggestions! 

    Lynn Tsoflias

    Insightly

    Vice President of Customer Success

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  • Just got done spending too much time exporting, deleting, and re-importing 5k leads that I could not do a simple bulk edit on. The great news is that instead of a clean, fresh database now I have an extra 300 leads. First frustrating moment with an otherwise great product....

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  • We would love to see this feature. Similar to many posts, we are sending mail out and wish to update the LEAD STATUS that they have been contacted. Thanks!

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  • Strongly support this capability.

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  • I agree 100% with Ian, it's a very simple request, but of great importance!

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  • I agree with Ian that an export/import option is too difficult and cumbersome. It is important to be able to update a collection of leads directly in Insightly.

    --Carmen

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  • I vote to add this -- would like to be able to update Lead Status for multiple leads at one time.

     

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  • It seems to be a pretty fundermental and basic function. Our consulting business is talking leads from our website, and the list is growing. In order not to waste time with dead or un reactive  leads that register but do no more we need to change their status, and as equally as important,  a strong lead needs to have its status changed as well. When there are multiple changes needed, this is frustrating. For a CRM package not to offer bulk changing of lead status, especially when a marketing campaign is done is a little short sighted and small minded not to have this capability.

    Jarrod

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  • This is absolutely not what I'm looking for. I want a bulk edit for Leads, just like we have for Contacts.  Not having this is absurd, and anyone defending this is the enemy here.  There's no reason to need to train people on using two different methodologies and needlessly complicate things by using importing for bulk editing leads, when it's pretty simple what we need to do.  For instance, updating a custom field on a lead to be the same for a large group of leads that have been imported at different times, etc.

    Come on guys, don't try to pretend this is covered.

    Best,

    James

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  • I'm on day 4 of my trial and running into this.  I was in the "buy" category.....but moving towards "bye".  Not a developer....but seems like a simple fix to implement the same code that works so well for contacts into leads.  I'm opening each lead one-by-one to change one stupid entity.  Frustrating.

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  • Another vote for this...this is BADLY needed!

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  • This is a great suggestion! Leads was thought of as a record to be edited individually; however since Leads is still such a new feature I would suggest bringing this up in our Community - Product Suggestion and Feedback so it can be voted on and hopefully built out in the future.

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  • Need to be able to bulk edit Leads to Link them to the Event (eg. marketing/sales event) that created the lead please.

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  • I agree - in particular being able to bulk edit lead status would be super helpful. 

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  • Voting for this one as well. Really need to have this feature.

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  • Voting buttons are not working. I need Bulk Edit Leads. When you integrate Insightly with 3rd party applications it is better to integrate with a custom field and not a Tag. So I have 5k leads that are segmented into about 7 different tags. Now I need to create a custom field for this tags and Leads will not allow a Bulk Edit. Export and re-import is a allot of work for a simple bulk edit.

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  • Hi Dale,

    Thanks for showing your support for this feature request! Can you tell us what happens when you click the little carrot that points up to cast your vote? It should increase the count by one and if you try to click it again it will zero out the vote. Let us know what happens and we'll investigate and report it to Zendesk, if needed. Thanks!   

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  • I was wondering If I can add an activity set for Bulks of leads instead of adding the set for one by one !?

     

    I Hope you can add this feature because it can help alooootttttttttt

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  • Hello Catherine - Thank you for your request! 

    While that feature is not currently possible, I totally understand how it could be helpful! 

    Thank you for for requesting this!

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  • Really want this feature and the voting buttons dont work!

     

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  • I agree, Bulk Edit for leads would be great.  I just had a sales rep leave and I wanted to reassign his leads to various people. Bulk editing would have made a quick job.

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