If there is a date you need to add to multiple records, you can do it all 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 update, 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:

• Agency Initiated Contact Date
• Background Checks Approved Date
• Date of license approval / certification

Step 6: Click “save” to save all updates to the record.