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Deactivate multiple lead records at one time RRS feed

  • Question

  • We are looking for a way to deactivate multiple lead records at one time - is this possible?  thanks
    Monday, December 13, 2010 9:40 PM

Answers

  • you can do this using on demand workflow..see below steps..

    1. create on demand workflow against Lead

    2. Add one step in workflow as below..

          Change Status Lead  to Inactive (or status as per your requirement)

    3. Publish workflow

    4. go to Leads screen and select all the relevant lead record and click on run workflow button and run the workflow created in step 1.

     

    hope this helps..


    MayankP
    My Blog
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    • Marked as answer by Tracy Mangin Tuesday, December 28, 2010 7:19 PM
    Monday, December 13, 2010 10:05 PM
    Answerer

All replies

  • you can do this using on demand workflow..see below steps..

    1. create on demand workflow against Lead

    2. Add one step in workflow as below..

          Change Status Lead  to Inactive (or status as per your requirement)

    3. Publish workflow

    4. go to Leads screen and select all the relevant lead record and click on run workflow button and run the workflow created in step 1.

     

    hope this helps..


    MayankP
    My Blog
    Follow Me on Twitter
    • Marked as answer by Tracy Mangin Tuesday, December 28, 2010 7:19 PM
    Monday, December 13, 2010 10:05 PM
    Answerer
  • this worked great, thank you
    Tuesday, December 28, 2010 7:19 PM
  • Excellent solution!!! :-)
    Thursday, February 3, 2011 1:46 PM
  • Thanks a lot I was also having problem with this in past

    Mayank, your answer is really helpful.

    Thursday, February 3, 2011 3:44 PM
  • Thanks, you are welcome!!
    MayankP
    My Blog
    Follow Me on Twitter
    Thursday, February 3, 2011 4:49 PM
    Answerer