Bulk actions on leads
What this page is — the actions that apply to many leads at once: assign, update, change status, tag and delete.
What it is for — fixing or moving a set of leads in one operation instead of opening each one.
The problem it solves — it is the practical repair tool for imported leads, which arrive with no pipeline, status or source. It is also the fastest way to cause damage, so this page is explicit about what a selection actually covers and what a bulk status change can set off downstream.
Route: /org/marketing/leads · Select rows with the checkbox column to reveal the bulk bar.
1. What is available
| Action | Permission enforced | Endpoint |
|---|---|---|
| Bulk assign | Assign Leads | POST /leads/bulk-assign |
| Bulk update | Edit Existing Leads | POST /leads/bulk-update |
| Bulk change status | Edit Existing Leads | POST /leads/bulk-status |
| Bulk tag | Edit Existing Leads | POST /leads/bulk-tag |
| Bulk delete | Delete Leads | POST /leads/bulk-delete |
Bulk actions are governed by the ordinary permissions in the table above, alongside the dedicated Assign multiple leads, Update multiple leads and Delete multiple leads. Someone who can edit a lead can edit a whole page of them, and someone who can delete one can delete the selection.
Bear that in mind when granting Edit Existing Leads or Delete Leads.
2. Step by step
- Tick the rows, or the header checkbox to select the page.
- The bulk bar appears above the table.
- Choose an action and confirm.
The header checkbox selects the rows currently rendered. On a filtered list of 300 leads across pages, it selects the page you are looking at. Check the count in the bulk bar before acting.
3. Bulk update — what it can set
Bulk update is the practical repair tool for imported leads, which arrive with no pipeline, status or source:
| Settable in bulk | Notes |
|---|---|
| Pipeline and status | The fix for imported leads missing from the board |
| Source | The fix for leads with no attribution |
| Owner | Or use bulk assign |
| Grade | Remember the list displays a computed grade regardless |
| Tags | Bulk tag adds; it does not replace |
4. The admin contract
| Needs | Or |
|---|---|
Edit Existing Leads / .assign / .delete | The action fails on submit |
| A pipeline and statuses configured | Bulk status has nothing to offer |
| Enabled agents | Bulk assign has nobody to assign to |
5. Downstream
A bulk status change can fire conversion rules for every affected lead, which can create many contacts or deals at once. Consider that before changing status on a large selection.
Bulk delete is a soft delete — rows are flagged, not removed — but there is no undo in the interface.
6. Don't confuse this with…
| This | Not this |
|---|---|
| Bulk update | Bulk tag, which only adds tags |
| Bulk assign | Queue auto-assign, which takes one lead |
| A conversion rule's Run | Bulk actions — Run applies rules retroactively |
7. Troubleshooting
| Symptom | Cause |
|---|---|
| Bulk bar does not appear | No rows selected |
| Fewer leads changed than expected | Selection covered one page. Section 2 |
| Many deals appeared after a bulk status change | A conversion rule fired per lead. Section 5 |
Withholding a bulk.* permission changed nothing | They are dead. Section 1 |