Bulk converting list of names

I have excel spreadsheets with lists of names of leads that need to be converted to a particular status. How do I upload these lists to do this without having to go through every single one manually? Can i run a script of some kind?



1 comment
  • Hi Tanika,

    Hope you're having a great day.

    I would recommend using bulk update via import to update those Lead statuses.

    You'll need the RecordID for those Leads within your import file to map the updates within Insightly.

    Please let us know if you need further assistance.

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