Users of the Mortgage CRM can select multiple leads to edit, delete, download, and more. 

How to Edit Multiple Leads

1. Navigate to Leads > Lead List.
2. On the right side, select the checkbox next to every lead you want to edit.
   1. You can use the pagination buttons on the bottom to view more leads, and the leads on the previous page will remain checked.
3. Click the “Edit # Leads” dropdown to reveal edit options. Click on the option you want to take on the leads you selected.

NOTE: All leads are selected when you click the top checkbox in the first header row.

List of Edit Options

• Add tags – select the tag(s) you want to add to the selected leads 
• Remove tags – select a tag you wish to remove from the selected leads 
• Update Pipeline Stage – change the pipeline stage for all selected leads
• Add to Campaign – add all selected leads to a Marketing Automation Campaign
• Delete – delete all selected leads. You will be prompted to confirm you want to delete all leads.
• Export to CSV – download a CSV file with lead detail information for all leads selected