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CRM Bulk Operations

Bulk Operations

Perform batch operations on multiple leads or opportunities at once. Useful for mass re-assignment, status updates, tagging, or cleanup.

Filters

Narrow down the list before applying bulk actions:

  • Status — Filter by lead status
  • Lead Source — Filter by source
  • Sales Team — Filter by team
  • Type — Leads Only, Opportunities Only, or All
  • Click Apply Filter to refresh the list (up to 200 records)

Select Records

Each lead/opportunity has a checkbox. The list displays:

  • Ref, Name, Organization, Source, Status (badge), Priority (badge), Assigned To

Available Bulk Actions

Select an action from the dropdown and click Apply:

  • Assign To — Reassign all selected records to a specific user
  • Change Status — Update the status of all selected records (New, Contacted, Qualified, or Lost)
  • Apply Tag — Add a tag to all selected records (does not duplicate existing tags)
  • Delete — Soft-delete all selected records (marks as inactive)

Validation

  • At least one record must be selected
  • An action must be chosen before clicking Apply
  • All operations are transaction-wrapped for data integrity

See Also