Assigning multiple leads at once can save time. You can assign the leads in bulk in Agentcis. For this please follow the following steps:
Please Note: You can assign only 50 leads at a time.
Step 1: Select Enquiries from the dashboard.
Step 2. Select Add New Filter if you require.
Step 3: Select the required filter from the dropdown.
Step 4: Click on the checkbox to select the leads.
Step 5: Select the tab Approve from the top left corner.
Step 6: Select the assignee from the dropdown to whom you will assign the leads.
Step 7: Select Approve Tab once you select the assignee.
The leads are now assigned to the assignee and converted to the prospects.