Builder Prime Support
Created Nov 15, 2022Workflow with Builderprime
Before performing a bulk action, you can filter the clients by choosing a specific Lead Status, or showing all clients and using the search box.
Example: I need to reassign the salesperson for Leads who were previously assigned to John Smith. As long as the salesperson displays in the clients table (this can be changed under Admin > Display Preferences), I can search for John Smith in the search box to reassign those Leads.
Example: I want to send an email to all Leads currently in the "Appointment Not Set" status. This can be accomplished by selecting the "Appointment Not Set" bucket from the Clients menu.

This will open up an additional window to make the specific selections. If sending a bulk email, you can choose a template or write the email from scratch. If updating the status, you will be prompted to choose the new status. If updating the salesperson, you will be prompted to choose the new sales person.
