Bulk update leads from open to disqualified

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I have a group of leads I want to change the status from open to disqualified as we are in the process of cleaning up our CRM. I created a custom report that includes which leads I want to update, but I am not sure how to make the change.

Can someone assist me on how to do this? Whether it is a workflow or tool I can use.

Thank you,

Rachel

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nitinagg16 200 on at

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RE: Bulk update leads from open to disqualified

Hi ,

You can data import feature for that.

thank

nitin

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gdas 50,091 Moderator on at

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RE: Bulk update leads from open to disqualified

I agreed with Ravi's answer and that should be first choice. In addition you can also go with Console application if you think that filter criteria is bit complex for disqualified a lead.

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RaviKashyap 55,410 Moderator on at

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RE: Bulk update leads from open to disqualified

Hi,

You can create a real time workflow which triggers "On Demand". Within the workflow you add any necessary condition to check if the lead should be disqualified or not and then if condition is tru then change the status of the lead to Disqualified.

Once you have the workflow in place, you can use Bulk Workflow Execution to run that workflow on all the required records.

Refer this sample post: www.powerobjects.com/.../how-to-bulk-update-crm-records-using-the-bulk-workflow-execution-tool

Hope this helps.

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