Bulk Activities

Sort Leads
Sort function helps you to rearrange the list as per your preference.  There are 4 ways in which you can sort your leads - Creation date Modification da...
Tue, 28 Jan, 2020 at 3:02 PM
Download Leads
You will be able to download leads in Excel format. Step 1: Click on Download All Leads icon Step 2: Click on Download from the download ...
Fri, 24 Jan, 2020 at 4:10 PM
Refer All Leads
 You can refer all leads of a list to another counselor in your team.  Step 1: Click on Refer All Leads all icon Step 2 : Click on Refer fro...
Fri, 24 Jan, 2020 at 4:13 PM
Filter Leads
You can apply multiple filters as per your requirement. Step 1: Click on the Filters icon Step 2: Filter panel will open. Apply your filters...
Tue, 28 Jan, 2020 at 3:03 PM