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How to Update the Stage for Multiple Applicants at Once

Change the stage or status for multiple applicants at once with bulk actions.

Updated over 2 months ago

Steps to Update the Stage or Status for Multiple Applicants at Once

1. Navigate to the Applicants page and select the applicants you would like to update

Check on

2. Click on Actions

Click on Actions

3. Click on Bulk Actions

Click on Bulk Actions

4. Click Action Type

Click on dropdown trigger

5. Click Update Stage

Click on Update Stage

6. Select the Stage you would like to apply

Click on dropdown trigger
Click on Prospect

7. If applicable, select the Status you would like to apply (e.g., Lead, Application, Qualification, Onboarding)

Click on dropdown trigger
Click on Application

8. Click on Update

Click on Update

The stages/status will now update for the selected applicants.

Click on 3 APPLICANTS…


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