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I am managing a large group of leads and would like to be able to change a field directly from a lead report instead of having to open each lead one by one. 
5 respuestas
  1. 8 ago 2012, 14:27
    No.

     

    You can from a list view. Are all of the filters in your report applicable in a view? If so, create it as a view (assuming you have inline editing enabled) and you can then update them all.

     

    Otherwise, you need to export your report, make the edits in the .csv file and use the data loader to mass update the Lead records.
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