This article will walk you through the steps on how to bulk update lead types in ClubReady.
1. Download Leads Excel Spreadsheet
First, you will want to locate the list of users based on the lead type you are wanting to update. Navigate to Prospects > filter > All Lead Types (find the lead type you need to adjust).
Select the excel icon to download the report.
2. Comma Delimited
The report will provide you a list of all users with the lead type selected. The user ids is the only column of information needed. In order to complete the next step, grab all the user ids to convert the information into a comma delimited format.
You are able to use sites such as https://delim.co/ to complete this step.
3. Bulk Update Users Tool
Now that you have your comma delimited list, navigate to Tools > Customers > Bulk Update Users.
Use the available filters, making sure to use the following:
Lead Type - Select from the drop down a specific lead type.
When selecting a Lead Type, it will prompt Update lead type date? - Select the checkbox and choose from the calendar a specific date.
User Ids - Type the users ClubReady ID (separated by a comma - completed in the above step).
Click Get Users to proceed.
Once the list has been generated, click Update Users to complete the process.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Tools: Can access tools
- Tools: Can access customers tools