Manage Leads
Unable to Delete Leads in Bulk Action
Issue: The customer reported that they attempted to delete leads in bulk. However, only around 30% of the leads were successfully deleted, while the remaining leads remained in the system despite multiple attempts. The request history showed the ...
All data exported from manage leads page
Exporting Leads – Expected Behavior When exporting leads from the Manage Leads page: Selecting individual leads manually (e.g., by checking the boxes) and then using the Export option under Actions will export all leads, not just the selected ones, ...
Lead stage change not coming in bulk update
Hi Team, You can encounter error that lead stage update option will not come in bulk update from manage leads grid:- Resolution To resolve this issue kindly disable "enable comments on stage change " from Lead stage settings:- Now you can see the ...
Lead Import Error - Column Header must not be longer than 64 characters
Issue/ Error :: While importing leads, user is getting the error Pop-up stating “Column Header must not be longer than 64 characters”, post file upload. Explanation :: It can be due to wrong CSV encoding or longer text string in headers of the ...
How to retrieve modified leads only from Imported files ?
Scenario: Customer is importing the leads in the system and it is successful. Customer would like to find the Leads which got modified / updated in the system. Solution: Once the csv is imported, go to Manage Lists and From column customisation ...