Add Prospect Status as a field that can be updated in Manage prospects and plans in bulk
My organization would like to update the Prospect Status field in bulk. Currently, there are Ideas to add this feature as a global change, which would work fine for us as well, but we think it'd also be great as an option in the Manage prospects and plans in bulk task.
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Guest
- Jun 20 2017
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | University of California San Diego |
| Reported Version | 4.0 |
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- +6
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Provide capability to change en mass the prospect status of groups of prospects
Merged The prospect status field can be used in a variety of ways to track a prospect's progression to the cultivation cycle, as well as the prospect status within an organization's own prospect management protocols. To be able to change the status for g...1 Reviewed: Voting Open
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add a global change for prospect status
Merged As a prospect manager I want to globally change the prospect status on a group of prospects so that it does not have to be done manually. For example, a large group of prospects have been identified for the prospect pool, and their prospect status...3 Reviewed: Voting Open
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Create a Global Change for Prospect status
Merged 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 prospect...0 Reviewed: Voting Open
Related ideas
Similar to the ideas below - they are all suggesting to add a process that will update the Prospect Status field in bulk.
https://bbcrm.ideas.aha.io/ideas/CRM-I-1818
https://bbcrm.ideas.aha.io/ideas/CRM-I-2467
https://bbcrm.ideas.aha.io/ideas/CRM-I-1668
Attachments Open full size
In addition to updating the prospect status in bulk it would be also very helpful to have the add prospect status in bulk functionality. We need to add prospect status in bulk to new parents and to the graduating class annually.
Attachments Open full size