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Bulk Disqualify Leads

Posted on by 5

Hi,


We are in the process of cleaning up our CRM and need to bulk disqualify Leads with no activity from X date. We are disqualifying the leads first before deleting incase user missed the numerous comms regarding this and need to reactive a lead. I can use the bulk delete function fine.

I've tried to create this using the below flow as I want to select 250 at a time instead of 52, but the flow will only work if I'm in a specific lead, meaning I have action these one by one. With over 3000s leads to close, there must be an easy way to do this.

Ideally, I would want to do all leads with no activity from a set date but happy if I could do 250 at a time

pastedimage1671468507168v1.png

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  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Bulk Disqualify Leads

    Hi Alex Allen,

    You can use the below triggers:

    pastedimage1671479151109v1.png

    pastedimage1671479413162v2.png

    to retrieve leads with no activity with X date. Use list rows:

    pastedimage1671479922117v3.png

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