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Former Member
Oct 27, 2015 at 07:14 PM

Leads - Upload and approval...


A large volume of Leads has been uploaded to the system. The system is configured to start all Leads in the "Open" status. Unfortunately, for a reason unknown to us, those Leads have been uploaded and automatically moved to a status "Qualified." This has triggered the approval process that is in place.

1. How do we ensure that Leads stay in the "Open" status when they are created in the system?

2. Is there a way to mass approve the Leads that have been uploaded and are awaiting approval?

Thank you.