CRM and Contacts
Bulk Actions
Crm & Contacts
Bulk Actions
Bulk Actions allow you to perform operations on multiple contacts at once, saving significant time when managing large groups of leads or customers.
How to Select Multiple Contacts
Step 1:Go to Contacts from the left sidebar.
Step 2:Use the checkbox next to each contact to select individual contacts, or click the checkbox in the header row to select all visible contacts.
Step 3:Optionally, apply filters first to narrow down the contacts before selecting.
Step 4:Once contacts are selected, the bulk action toolbar will appear at the top of the list.
Available Bulk Actions
- Add Tags: Apply one or more tags to all selected contacts at once.
- Remove Tags: Remove specific tags from all selected contacts.
- Send Email: Send the same email to all selected contacts.
- Send SMS: Send a text message to all selected contacts.
- Add to Campaign: Enroll selected contacts into an automation workflow or campaign.
- Remove from Campaign: Remove selected contacts from an active workflow.
- Assign to User: Assign all selected contacts to a specific team member.
- Delete Contacts: Permanently remove selected contacts from your account.
- Export: Export selected contacts to a CSV file.
Important: Bulk delete is permanent and cannot be undone. Always double-check your selection before deleting contacts in bulk.
Tip: Combine Smart List filters with bulk actions for powerful data management. For example, filter for all contacts with a "Cold Lead" tag that have not been active in 6 months, then bulk delete or archive them to keep your database clean.
Need more help? Contact Lead Fuel CRM support for personalized assistance.
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