Edit Contact info(Lead Type, Status, etc) in Grid view without having to open each contact
I see you can edit important, reminders and tags, but I would also love to be able to edit Lead type, lead status, email, etc by clicking in the list.
Eric
shared this idea
Hi Eric,
If you click on one of the values, you will see the drop down options for Lead source, status, and type.
Learn more here – http://support.nimble.com/customer/en/portal/articles/1935961-nimble-custom-data-fields-lead-details-overview
Best,
Joseph
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Laci Morgan
commented
This advice doesn't work. I just started with Nimble, importing hundreds of contacts, and am frustrated to find that you can't just edit the lead type and status from the contact grid view. Do I really have to click on each contact and edit it? It would be SO much easier to have a dropdown in that grid view, or to add a checkmark and bulk change the contact's status. Please incorporate this! I don't have time to go one by one. :(
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Eric
commented
Been trying that, but it does not work. For example; one of my contacts has nothing in it so there is a "--". I click it and all around it, and nothing happens.
Best regards,
Eric