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Bulk updating the existing leads

Updated on May 10, 2021

Bulk lead routing speeds up the management process so that you can focus on more strategic tasks for your business. After you enable lead routing in App Studio and configure it, you can bulk update the existing leads.

Pega Sales Automation Implementation Guide
  1. Log in to the application as a Sales Ops.
  2. In the navigation pane, click LeadsBulk actions.
  3. In the Bulk actions for leads dialog box, select the leads that you want to modify.
  4. Click Select action, and then click Change owner.
  5. Select Use automatic routing and apply conditions that are defined for automatic routing.
    If you select automatic routing but clear the Change territory to new owner’s territory check box, the system uses its logic for the owner, but you can define the territory yourself.
  6. In the New owner field, press the Down Arrow key and select a new owner.
  7. Enter a change reason.
  8. Click Submit, and then click Close.

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