What are Bulk Actions?
Bulks actions allow you to perform the below actions on the Search Leads results. If you go to Search Leads, apply the necessary filters to return a list of leads that you wish to perform the bulk action on and then press bulk actions to perform one of the below actions.
De-Duplication
De-Duplication is done automatically when you use bulk actions to send emails, text messages or letters ensuring that each recipient only receives the communication once.
Note: Some actions may not be available due to user permissions.
Note: There is a limit of 20,000 records
Actions you can perform:
- Self Assign - Assign yourself to all the all the leads in the results.
- Delete - Delete all the leads in the results.
- Tasks & Notes
- Cancel all Tasks - Cancel all the tasks in the lead results.
- Self Assign all Tasks - Assign yourself to all the all the tasks in the lead results.
- Create Tasks - Create a task for each of the leads in the results.
- Create Note - Create a note for each of the leads in the results.
- Contact - Send a template email, text message or letter to all of the leads in the results.
- Workflows - Stop all workflows or Start a workflow for each of the leads in the results.
- Type - Change the lead type for all the leads in the results.
- Status - Change the status for all the leads in the results.
- User - Change the assigned user for all the leads in the results.
- Referral
- Refer - Refer all the leads in the results
- Unrefer - Unrefer all the leads in the results
- Redeliver - Redeliver all the leads in the results
- Reverse - Reverses all transactions (both introducer and buyer) for all the leads in the results.
- Reverse (Introducer) - Reverses transactions to your introducer for all the leads in the results.
- Reverse (Referral) - Reverses transactions to your referral partner for all the leads in the results.
- Introducer - Change the introducer for all the leads in the results.