Bulk Actions

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 




Bulk Actions
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. 

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