Bulk Operations

Overview

Bulk operations let you act on multiple records at once — saving hours of manual repetitive work. Available across Leads, Contacts, Deals, Invoices, and other modules.

Selecting Records

Individual Selection

• Click the checkbox next to each record you want to include
• Selected records highlighted in blue

Select All (Current Page)

• Click the checkbox in the table header
• Selects all visible records on the current page
• Count shown: "12 selected"

Deselect

• Click a selected record's checkbox to deselect
• Click header checkbox again to deselect all

Available Bulk Actions

Bulk Transfer (Reassign Owner)

Move selected records to a different owner:

1. Select records → Actions → Transfer
2. Choose the new owner from the dropdown
3. Optionally notify the new owner
4. Confirm transfer

Use cases:

• Rep leaving the company
• Territory reorganization
• Redistributing workload

Bulk Update (Change Fields)

Update a field across all selected records:

1. Select records → Actions → Update
2. Choose field to update (Status, Source, Tags, etc.)
3. Set the new value
4. Confirm update

Use cases:

• Move all "New" leads to "Contacted" after a call session
• Tag a batch of leads from a trade show
• Update source for imported records

Bulk Delete

Remove selected records permanently:

1. Select records → Actions → Delete
2. Confirmation dialog shows count
3. Type "DELETE" to confirm (safety measure)
4. Records permanently removed

⚠️ Warning: Bulk delete cannot be undone. Export first if unsure.

Bulk Email

Send an email to all selected contacts:

1. Select records → Actions → Send Email
2. Choose or compose an email template
3. Personalization variables auto-fill per recipient
4. Preview → Send

Bulk WhatsApp

Send a template message to all selected leads/contacts:

1. Select records → Actions → Send WhatsApp
2. Choose an approved WhatsApp template
3. Fill in template variables
4. Confirm send

Requirements:

• All selected contacts must be opted-in
• Only approved templates can be sent in bulk
• Respects WhatsApp sending limits

Bulk Export

Download selected records:

1. Select records → Actions → Export
2. Choose format: CSV or Excel
3. File downloads with selected records only

Bulk Convert (Leads only)

Convert multiple qualified leads at once:

1. Select leads → Actions → Bulk Convert
2. Set defaults (deal amount, pipeline, owner)
3. Contacts + Accounts + Deals created for each

Mass Status Update

Change pipeline stage for multiple records:

1. Select records → Actions → Update Status
2. Choose the new status/stage
3. All selected records move to that stage

Bulk Operation Limits

Operation	Max Records	Notes
Transfer	500	Per batch
Update	500	Per batch
Delete	100	Safety limit
Email	200	Per batch (to avoid spam flags)
WhatsApp	100	Per batch (API rate limits)
Export	Unlimited	Full page or all
Convert	50	Creates multiple records per lead

For larger batches, repeat the operation across multiple pages.

Permissions

Action	Required Permission
Transfer	Owner + Edit permission
Update	Edit permission for the entity
Delete	Delete permission for the entity
Email	Communication.email.send
WhatsApp	Communication.whatsapp.message.send
Export	Export permission for the entity
Convert	Lead.convert permission

Undo / Reversal

• Transfer: Can be re-transferred back manually
• Update: Run another bulk update to revert values
• Delete: Cannot be undone — export first!
• Email: Cannot be unsent
• WhatsApp: Cannot be unsent

Bulk Operation History

Admins can view bulk operation logs:

• Who performed the action
• When it was done
• How many records affected
• What was changed

Access in Settings → Activity Logs → Bulk Operations.

Tips

• Export before delete — Always have a backup
• Filter first — Apply filters to narrow down the right records
• Start small — Test with 5-10 records before doing hundreds
• Check permissions — Ensure you have access to all selected records
• Off-peak hours — Run large operations during low-usage times
• Use filters + select all — Efficient way to target specific segments
• Communicate changes — Tell your team if you're doing mass transfers