Create a Global Change for Prospect status

Why is is useful? - Currently there is no way to change Prospect statuses en masse. This is a tedious task when changing several Prospect statuses manually.

Who would benefit? - Any user that needs to change Prospect statuses for several prospects.

How should it work? - Users should be able to create a query selection on Prospects that need their status changed. They should then be able to apply this selection to a global change that allows them to choose the Prospect status to update on the Prospect record.

  • Guest
  • Feb 8 2017
Organization Name (Please enter full organization name) The Children's Hospital Corporation
Reported Version 4.0
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