Bulk Lead Removal
This document provides a step-by-step guide on how to efficiently remove leads from your leads page in MedicareProCRM. Managing your leads effectively is crucial for maintaining an organized workflow, and this guide will help you perform bulk lead removal with ease.
Overview of Lead Management
In MedicareProCRM, profiles that are toggled as "Lead" will appear on your leads page. Over time, you may find it necessary to clean up this list by removing certain leads. This document outlines the process for bulk removal of leads to streamline your lead management.
Steps for Bulk Lead Removal
To remove leads in bulk, follow these steps:
From your leads page, filter or refine the list to display the group of leads you wish to remove.
Select the checkbox located at the top-left corner of the leads list to select all leads displayed on the current page.
Once you have selected the leads, a few action buttons will appear at the top of the page. Click on the button labeled "Remove Selected Leads."
Important Notes
It is important to note that bulk lead removal is conducted on a page-by-page basis, allowing you to remove up to 25 leads at a time. Ensure that you repeat the process for any additional pages of leads you wish to remove.
By following these steps, you can maintain a clean and organized leads page, enhancing your overall efficiency in managing leads within MedicareProCRM.