Bulk Data update

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    Emily Clever

    Hi Lauren,

    Yes, this is possible. There are actually two ways to do this.

    For the first, you'll need to run an advanced find to identify all the leads you'd like to bulk edit. When you click results, check the leads and select them, and then click "Assign." 

     

    For the second, please view this blog post from our partners, Ledgeview. 

    Thanks,

    Emily

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