Bulk Actions

To use the available actions, navigate to the CRM.

Here, you can select multiple leads using the checkbox at the top.

Alternatively, you can use the checkboxes next to the lead names to select or deselect multiple leads.

To select all leads, not just the current page, click Select All.

Then click on Bulk Action. Here, you will find various actions available.

To export the selected leads to a CSV file, click Export CSV.

You can then use the file outside of dealcode, for example, to upload the leads to other systems.

The number in brackets indicates the number of selected leads.

To delete the selected leads, click on Delete Lead.

To prevent accidental deletion of leads, a pop-up window appears in which you must confirm the deletion.

To update the information of leads, click on Update Lead Info.

A window will then appear with information about token usage. Once you have confirmed the search, the search for the current contact details will start. This may take a few minutes.