You can mass update the following types of data for a list of referral partner records:
- 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
- Navigate to CRM and click Referral Partners or the referral partner ledger report (CRM > Reports > Referral Partner > Referral Partner Ledgers.)
- Select the Referral Partners that you want to update.
- Click the Actions drop-down and select Mass Update Referral Partners.
- Add a check to the fields that you want to update and select a new value for that field.
- Click the Process Action button to permanently update the referral partner records.