To discard several leads from the base at once, it is necessary:
- Be allowed to discard leads
- Access the lead list
This for both V1 and V2.
In the list of leads, you can manually select the leads you want to discard, or perform an advanced search and select all the leads resulting from that search. And as soon as you select the leads, the "Discard" button will be enabled:
When selecting "Discard" you will need to select a discard reason:
And confirm the action:
That's it, discarded leads!
But I selected all the leads, the blue bar appears but the discard option does not!
Don't worry, there's an explanation. It was like that, right?
Leads that have already been sold, that is, sales registered in the system, cannot be discarded. You need to deselect these leads to enable the discard button. A quick solution is to select all steps prior to the sale in the advanced search ;)
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