How To Bulk Update Leads' Status To Not Interested

There may be a time where you work many unsuccessful leads and need to declare them Not Interested. Rather than going to each of the lead's Client Profile page, you can bulk update their lead status from the People tab.

1. Go to the People tab.

2. Click Refine list to view filters.

3. Tick boxes of leads you want to change.

4. Click More Bulk Action > Change Status to Not Interested.

5. A window will appear.

6. Click on the Objection field to view the dropdown menu.

7. Click Confirm.

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