Review before sending
Select up to 100 leads, check the workspace name and ID, then confirm the transfer. Content, stages, notes, and follow-up dates travel with the selected records.
- Reddit authors are not automatically turned into CRM subscribers.
- A batch has a stable ID and receipt for checking lost responses.
- Retry checks for a receipt before resending the same batch.
When two devices edit the same lead
The server tracks a revision for each record. If versions differ, the whole batch is rejected for review rather than silently overwriting newer notes.
- A device without a known revision cannot overwrite existing server lifecycle fields.
- You can adopt the server state, review it, and deliberately submit a new batch.
- Dismissing a cloud lead is a lifecycle state, not permanent deletion.
