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Making large-scale changes

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New Member
Posts: 4
Country: USA
Accepted Solution

Making large-scale changes

Hello,

I've recently come into a sales role at a new company, and I'm being asked to reorganize the leads in ACT.  The "powers that be" want the leads sorted according to different id/status and market labels than they have previously used.  This means that I have to change these field values one-by-one, from what I've been able to figure out.

Is there some way that I could do a look-up, and change the status, for example, of a group of leads in one big lump instead of going one-by-one?

Thanks for any help. 

 


Accepted Solutions
Solution
Accepted by topic author B-alert
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Making large-scale changes

Edit | Replace Field
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com

View solution in original post


All Replies
Solution
Accepted by topic author B-alert
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Making large-scale changes

Edit | Replace Field
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
New Member
Posts: 4
Country: USA

Re: Making large-scale changes

thanks so much, that worked perfectly, and cut my work considerably!