Salesforce: Changing the Status of Multiple Records - dummies

Salesforce: Changing the Status of Multiple Records

By Tom Wong, Liz Kao, Matt Kaufman

An administrator or a user who has Manage Leads and Transfer Leads permissions can change the status of multiple records in Salesforce at the same time. This feature comes in handy if, during a process, a lead manager reviews leads prior to assigning them to reps.

To change the status of multiple leads at the same time, follow these steps:

  1. From the Leads home page, select a view.

    The list page appears.

  2. In the Action column of the lead list, select the check boxes to the left of the lead records that require a status change.

    To select all the leads in this view, select the check box to the left of the Action column header, which selects all the leads on this page.

    For example, if you’re eyeballing a list of leads from a trade show, you might select obviously bogus leads.

  3. Click the Change Status button at the top of the page.

    The Change Status page appears.

  4. Select a status from the New Status drop-down list and click Save.

    The lead list reappears.

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