Bulk Operations

You can perform multiple bulk operations on your selected leads. Available actions include:

• Cancel – Cancel an ongoing batch operation

• Owner – Change the lead owner

• Send Email – Send an email to multiple leads at once

• Participants – Assign or replace participants

• Lead Status – Update the lead status

• Delete – Delete selected leads

Owner

To change the owner for multiple leads:

1. Select the leads you wish to update.

2. From the bulk operations menu, click "Owner".

   
3. Select the owner to assign to the leads.

4. Click "Confirm".

5. A confirmation popup will appear. Click "Confirm" again.

6. You’ll see a notice that the batch operation is being processed. Click "Confirm" to view the operation status.

7. You will be redirected to the Batch Operations page. For more details, refer to: Batch Operation

Send Email

To send an email to multiple leads:

1. Select the leads you wish to update.

2. From the bulk operations menu, click "Send Email".

   
3. You will be redirected to the "Notify" page where you can proceed to draft your email.

4. The selected leads will automatically be added to the recipients list.

   
5. Once your email is drafted, you can proceed to send it. For more details, refer to: Email Notifications

Participants

To assign or replace participants:

1. Select the leads and click "Participants".

   
2. Choose participants from the list.

3. Select one of the two options:

   • Replace – Replaces existing participants with the selected ones.

   • Add – Adds selected participants to the existing list.

4. Click "Confirm".

5. A confirmation popup will appear. Click "Confirm" again.

6. You’ll see a notice that the batch operation is being processed. Click "Confirm" to view the status.

7. You will be redirected to the Batch Operations page. For more details, refer to: Batch Operation

Lead Status

To update the lead status for multiple leads:

1. Select the leads and click "Lead Status".

   
2. Select the new status from the dropdown.

3. Click "Confirm".

4. A popup will inform you the batch operation is in progress. Click "Confirm" to view the status.

5. You’ll be redirected to the Batch Operations page. For more details, refer to: Batch Operation

Delete

To delete multiple leads:

1. Select the leads you want to delete and click "Delete".

   
2. The list of selected leads is displayed below. Select or deselect leads as needed, then click "Delete Permanently" to confirm your action.

3. A popup will inform you the batch operation is in progress. Click "Confirm" to view the status.

4. You’ll be redirected to the Batch Operations page for details. For more details, refer to: Batch Operation