Bulk Operations

Learn how to perform actions on multiple items at once to save time and improve efficiency.

Overview

Bulk operations allow you to perform actions on multiple items (leads, contacts, tickets, products, forms) simultaneously. Instead of updating items one by one, you can select multiple items and apply changes to all of them at once. This saves time and improves efficiency when managing large datasets.

Time Saver: Bulk operations can save hours of manual work. Update status for 100 leads in seconds instead of clicking through each one individually.

Available Bulk Operations

Bulk Update

Update status, priority, or assignee for multiple items at once. Perfect for moving multiple leads through your sales funnel or reassigning tickets.

Bulk Delete

Delete multiple items at once. Use with caution - deleted items cannot be recovered. Always export data before bulk deletion.

Bulk Assign

Assign multiple items to a team member. Useful for distributing work evenly or reassigning items when team members change.

Bulk Tagging

Add or remove tags from multiple items. Organize your data efficiently by applying tags to groups of items.

How to Use Bulk Operations

1

Enable Bulk Mode

Click the "Bulk Actions" button or toggle bulk mode. This enables checkboxes next to each item.

2

Select Items

Check the boxes next to the items you want to modify. You can select individual items or use "Select All" to select all visible items.

3

Choose Action

Select the action you want to perform: Update Status, Change Priority, Assign, Add Tags, or Delete.

4

Confirm & Execute

Review the action summary showing how many items will be affected, then confirm to execute the bulk operation.

Bulk Operations by Entity

Leads

Bulk operations available for leads:

  • Update status (New → Contacted → Qualified → Converted → Lost)
  • Change priority (Low, Medium, High, Urgent)
  • Assign to team members
  • Delete multiple leads

Contacts

Bulk operations available for contacts:

  • Add or remove tags
  • Send bulk SMS messages
  • Export selected contacts
  • Delete multiple contacts

Support Tickets

Bulk operations available for tickets:

  • Update status (Open → In Progress → Resolved → Closed)
  • Change priority
  • Assign to agents
  • Close multiple tickets
  • Delete multiple tickets

Products

Bulk operations available for products:

  • Activate or deactivate multiple products
  • Add or remove tags
  • Delete multiple products

AI Forms

Bulk operations available for forms:

  • Archive or unarchive multiple forms
  • Delete multiple forms

Important Considerations

  • Permissions: Bulk operations require appropriate permissions. Admin and Editor roles can perform bulk operations, while Viewers have read-only access.
  • Irreversible Actions: Bulk delete operations cannot be undone. Always export data before performing bulk deletions.
  • Filter First: Use filters to narrow down the items you want to modify before enabling bulk mode. This prevents accidental changes to unintended items.
  • Review Summary: Always review the action summary before confirming. It shows exactly how many items will be affected.

💡 Pro Tips

  • Use filters before bulk operations to target specific groups of items
  • Export data regularly as a backup before performing bulk deletions
  • Start with a small selection to test bulk operations before applying to large datasets
  • Use bulk assign to evenly distribute work among team members
  • Bulk update status is perfect for moving multiple leads through your sales funnel
← Contacts ManagementProduct Catalog →