Mass update a list of referral partners

You can mass update the following types of data for a list of referral partner records:

• Status 
• Notify Lead 
• Notify Sale
• Lead Cookie for
• Default Skin
• Remove from Programs
• Add to Programs
• Referral Partner Record Custom Fields

Mass update a list of referral partners
 

1. Navigate to CRM and click Referral Partners or the referral partner ledger report (CRM > Reports > Referral Partner > Referral Partner Ledgers.)
    
2. Select the Referral Partners that you want to update.
    
3. Click the Actions drop-down and select Mass Update Referral Partners.
    
4. Add a check to the fields that you want to update and select a new value for that field.
    
5. Click the Process Action button to permanently update the referral partner records.