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Edit the status of leads

Written by Line Jensen

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Journeys and Leads (edit)

Use a manual journey combined with Warehouse Leads to edit the status of leads. Maybe you want to reuse all leads that has been saved as Not interested by changing their status to Shared Callback.

  1. Go to Journeys in the menu on the left and create a new Journey with a Manual trigger.

  2. Click the red icon to add an action and choose Update lead. From there, you can input the Status.

  3. Give your journey a name and click Activate in the top right corner.

  4. Now, go to Warehouse in the menu on the left and choose Leads.

  5. Filter your way to the leads you want to edit.

  6. Go to the Actions tab and choose Start Journey.

  7. Choose the manual journey you just created. In this example, we've called it Edit status. Click Start.

  8. The action will edit the status for all affected leads.

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