Mass update a list of referral partners

You can mass update the following information 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.
Was this article helpful?
Thank you for your feedback!