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Update lead status for contacts in HubSpot

Update the lead status for multiple contacts in HubSpot to 'In progress' by navigating to the contacts list and using bulk edit options for efficient management.

viktoriaviktoria
·9 Schritte·77 Aufrufe·Veröffentlicht

Update the lead status for multiple contacts in HubSpot to 'In progress' by navigating to the contacts list and using bulk edit options for efficient management.

Step-by-step Guide9 Schritte

  1. Click the 'Click here' link

    By clicking 'Click here', you will access additional options related to your contacts in the CRM. This may allow you to perform actions such as editing or managing your contact details.

    Click the 'Click here' link
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  2. Click here to manage contacts

    This action allows you to access additional options for the selected contacts, including editing details and associating them with different workflows.

    Click here to manage contacts
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  3. Click here to take action on selected contacts

    By clicking here, you can access options to assign, delete, or perform other actions on the selected contacts in your CRM.

    Click here to take action on selected contacts
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  4. Click the Edit button

    Clicking the 'Edit' button allows you to modify the details of the selected contacts. This will open a window where you can update information such as name, email, and phone number.

    Click the Edit button
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  5. Click 'Select a property to edit' dropdown

    This action opens a list of properties you can choose to modify for the selected records in the bulk editing interface.

    Click 'Select a property to edit' dropdown
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  6. Click the Lead Status option

    Selecting 'Lead Status' allows you to modify the lead status for multiple records in bulk, enabling efficient updates.

    Click the Lead Status option
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  7. Click 'Lead Status' to select dropdown

    Clicking this field will open a list of options you can choose from.

    Click 'Lead Status' to select dropdown
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  8. Click 'In progress' to set lead status

    Selecting 'In progress' updates the lead status for the selected records, indicating they are currently being worked on within your pipeline.

    Click 'In progress' to set lead status
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  9. Click the Update button

    This will apply the changes to the selected records' lead status, updating them to 'In progress'.

    Click the Update button
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