Using the Lead list view, user can send the lead details update form to the lead's email address.

Steps to Send Lead Update Form in Bulk:

  • Go to Leads Tab 
  • Using the checkbox select Leads for those you want to send the Leads Update Form.
  • Click on Send Lead Update Form in Bulk button to send the form.


To send the Lead Update form To All Leads:

  • Go to Leads Tab      
  • Click on the top Checkbox and select all Leads records 
  • Now click on Send Lead Update Form in Bulk button.
  • Once click on Send Lead Update Form in Bulk button, the Update Lead form will send to all selected Leads successfully.
  • All Leads receive Update Leads Detail Form in the email. Like the below image. 

Note - This feature is available in the paid version.


P.S. Discover Update Client Details, the easy way to keep client information up to date in Salesforce. Find it on AppExchange - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcsATUAZ