Bulk operations

Perform actions on multiple contacts at once to save time.

Selecting contacts

1. Go to the Contacts list
2. Click the checkbox next to each contact you want to select
3. Or use Shift+Click to select a range
4. The selection toolbar appears at the top

Available bulk actions

How to use

1. Select your contacts (checkboxes)
2. The toolbar shows: "X contacts selected"
3. Click the action button (Assign, Tag, Stage, Delete)
4. Confirm the action
5. Done — changes apply immediately

Limits

• Maximum 500 contacts per bulk operation
• For larger batches, use CSV import with "Update" mode

Tips

1. Filter first, then select — Use search/tags to narrow down before selecting
2. Double-check before delete — Bulk delete cannot be undone
3. Use for onboarding — Bulk-assign new contacts to the right team
4. Tag after import — Import contacts, then bulk-tag them by source