This article covers how to mass update leads in the legacy version of FUB (2011-2016). Click here for the latest instructions.

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You can mass update your leads in Follow Up Boss from the list view.

You can mass update:

  • Source
  • Assigned Agent
  • Lender
  • Stage
  • Tags
  • Contacted status
  • Trash

1. Select the list to update.

2. Click the checkbox at the top of list to select all or checkbox next to individual leads.

By default all visible contacts will be selected with the top checkbox, click the additional Select All people in this list option if needed.

3. Select the action you would like to take, for example Change Source, Reassign, Add tags etc.

4. Choose what you would like to do then click save to proceed.

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