How can I change the owner or status of multiple Leads at once?
|Knowledge Article Number||000004996|
|Description||How can I change the owner or status of multiple Leads at once?|
|Resolution||In the Professional and Group Editions, you must be a System Administrator to perform the actions listed below.
In the Enterprise and Unlimited Edition, you must have the Transfer Leads or Manage Leads permissions (to allow mass changing of ownership and status, respectively).
Check with your System Administrator if you do not have the appropriate access.
To change Lead owner for multiple records:
To change Lead status for multiple records:
Changing a Lead's status to a closed status will not convert the Lead. You still need to convert each Lead individually.
Alternative you can use Mass Transfer Leads -
"Mass Transfer Records" option under Setup | Data Management | Mass Transfer Records