What are Mass Actions and How to Use Them in Leadsales?

Hello, Leadsaler!

Mass actions allow you to modify, move, or categorize multiple leads at the same time from the Directory. This saves you time and improves the organization of your contacts without doing it one by one.

What actions can you perform in bulk?

From the Directory, you can perform the following bulk actions:

• Assign or unassign leads to users

• Move leads between funnels or stages

• Apply or remove tags

• Archive or unarchive contacts

• Delete leads

How is it done?

Assign leads to a user

1. Filter the leads from the Directory or Advanced Filters.

2. Select the leads.

3. Click on the user icon and choose the new advisor.

   

   Unassign leads

   1. Filter and select the leads.

   2. Click on the same user icon.

   3. Select “Unassigned”.

   Change funnel or stage

   1. Filter the leads from the current funnel.

   2. Click on the funnel icon.

   3. Choose the new funnel and stage.

   4. Confirm.
      
      

   

   Add tags

   1. Select the leads.

   2. Click on the tags icon.

   3. Enter the tag name and save.
      

   

   Archive / Unarchive leads

   • To archive: Select → click on the box icon → confirm.

   • To unarchive: Select → click on the unarchive icon → select Activate.
     

   

Delete contacts

1. Select the leads.

2. Click on the trashcan icon.

3. Confirm.

Important Notes

• The Directory only loads the first 25 leads by default.
  If you wish to apply actions to more, scroll down to load all leads before selecting them.

• Performance may depend on your connection and system capacity.

If you need assistance with applying bulk actions or customizing your workflow, write to us in the support chat. We are ready to help you optimize your operation!