Bulk Actions (Mass Operations)

Bulk Actions Bar

When multiple leads are selected, a bottom action bar appears with options like:

• Update
• Delete
• Export
• Send Template

Example label:
“10 Leads Selected”

Bulk Update (Lead Mass Update Panel)

How to Open
Select leads → Click Update → Side panel opens

Tabs in Mass Update

Status Tab
Change status for all selected leads in one action.

Example:
Select 50 leads → change status to “Contact in Future”

Assigned User Tab
Reassign selected leads to another user.

Example:
Reassign 100 IndiaMART leads to a new sales executive

Source Tab
Update lead source in bulk.

Example:
Move “Cold” leads to “Campaign”
Click Submit to apply changes to all selected leads.

Bulk Export (Lead Mass Export)

Export Tab
Choose format:

• XLSX (Excel)
• CSV

Select fields to export, such as:

• Name
• Account name
• Alias
• Email
• Contact number
• Website
• Custom fields

Click Export to download the file.

Export History Tab
Shows:

• File name
• Exported leads count
• Exported by
• Date and time
• Status (Completed)

Previously exported files can be downloaded again.

Import Lead (Bulk Upload)

How to Open
Click + Lead → Import Lead

Import Tab
Steps:

• Download template (Excel format)
• Upload file (.xls / .xlsx)
• Max limit: 1000 entries per upload
• Select file → Upload

Import History Tab
Shows:

• File name
• Leads imported
• Leads skipped
• Errors found
• Uploaded by
• Date and time
• Status (Completed / Error)

If errors occur, the system shows error count for correction.