CRM Bulk Actions Release 6-25-18

 

Sometimes more is more, and our new bulk actions will keep you more organized and save more time than ever before!

Change Categories: Easily move a group of selected leads to a new category. Need to switch a group of archived leads back to nurture? Now it’s simple! (Remember to check your auto-start category drip settings. This could start a drip plan for a large group of leads)

Unsubscribe e-Alerts: *Available for Broker/Admins* Remove all existing e-Alerts on a group of leads so new alerts can be selected. (Very handy when transferring leads from one agent to another!)

Warning! Bulk actions can NOT be undone or reversed by BoomTown. Please take care when making lead selections that your list is correct. Some actions such as Unsubscribe e-alerts do not have a bulk counterpart to reverse the action. This means if you remove e-alerts from a large group of leads accidentally; they must be manually added back.

Coming Soon:

  • Bulk add/pause drip campaigns
  • Bulk complete to-dos
  • Bulk lead transfer