If there is a date you need to add to multiple records, you can do it at once by utilizing the bulk update feature.
Instructions to update multiple records at once
Step 1: Login to the portal, go to Leads > Ready Now Leads
Step 2: Click on the check box to the left of each record you would like to update in the table.
Step 3: If you’d like to update ALL records in the table, click “select all”.
Step 4: Once you have selected the records you would like to updates, click “bulk edit” to open up a new window where you can update data fields for multiple records at once.
Step 5: You will be able to update any of the fields:
- Date of initial follow-up
- Training graduation date
- Date of license approval / certification
- Date of first placement
Step 6: Be sure to click “save” to save all updates to the record.
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