With the batch action function in the CRM module, you can perform the same action to a selection. Select the leads or clients from the list and apply the action. 

These can be:

  1. Assign or re-assign leads to a seller.
  2. Create and print a PDF document.
  3. Convert clients into leads.
  4. Mark leads for follow-up.
  5. Disqualify leads (To send leads to the disqualified list).