Bulk Actions
Tick the Rows. Act on Them All at Once.Bulk reassign leads, export or delete them, with permissions checked on every row.
Select leads on the page and reassign them, export them, delete them or add them to a sequence. Every row already knows whether you may touch it, so records outside your reach are skipped and counted while the rest go through. No all-or-nothing errors.
- Reassign, export or delete
- Permissions checked per row
- Works on leads and deals
How it works
- Tick the rowsWhatever is loaded on the page
- Pick an actionReassign, export, delete or add to a sequence
- Out of your reachSkipped and counted, not an errorAllowed rowsDone, and the count is shown
Move Fast. Without Breaking Anything.
Reassign a whole page of leads in one action when someone leaves, goes on vacation or changes team.
Rows you can’t touch are skipped and counted, and the rest go through, instead of the whole action failing.
The server checks each lead again before writing, so the number reported is what really happened.
Actions apply to the rows on the page, never to everything a filter matches, so one tick can’t move 40,000 records.
Bulk Changes in Three Steps.
Narrow the List
Filter it or open a saved view, so the page shows the leads you mean.
Tick the Rows
Select what is on the page, 100 rows by default. Each row already knows what you may do with it.
Choose the Action
Reassign, export, delete or add to a sequence. Rows out of reach are skipped, and you see the count.
Four Things to Do with a Selection.
Leads get all four. Deals get reassign, export and delete.
Move the selected leads or deals to another owner. The server checks each lead first.
Download the selected rows as a file. It copies your selection, not every match.
Removes the records at once and for good. There is no undo.
What Are CRM Bulk Actions, and How Do They Stay Safe?
CRM bulk actions let you change many records at once instead of one at a time. In Adoptiv you can bulk reassign leads, export them, delete them or add them to a sequence, and reassign, export or delete deals, with permissions checked on every row.
A selection is the rows on the page, 100 by default. There is deliberately no way to select everything a filter matches, so nobody can mass transfer leads by the tens of thousands with one tick. Narrow first with advanced filtering or a saved view, then bulk assign leads from what is on screen.
Each lead arrives already knowing whether you may edit or delete it, so a mixed selection doesn’t fail as a whole. Rows out of your reach are skipped and counted. The server checks the leads again before writing and says how many it declined, so the number you see is what happened. Deals are judged on your permission profile.
Two honest notes. When a rep leaves, you can reassign their leads a page at a time, but a bulk reassignment isn’t recorded in each lead’s history the way a single edit is. And deleting is permanent, with no undo or archive. To export selected leads, tick them: the file is your selection, not every match. Who may do what is set in roles and permissions.
Bulk Actions with a Safety Net Built In.
Move selected leads or deals to a new owner in one action.
Immediate and permanent, with each lead authorized again first.
A file of exactly the rows you ticked, without internal record IDs.
Rows out of reach are left alone and reported, never a failed batch.
For Managers Who Move Work Around.
Bulk Actions vs Editing One Lead at a Time.
| What | One record at a time | With Adoptiv |
|---|---|---|
| Reassigning 100 leads | One record at a time: 100 separate edits | With Adoptiv: One action on the page |
| Records you can’t touch | One record at a time: An error, then start again | With Adoptiv: Skipped and counted; the rest go through |
| Knowing what happened | One record at a time: Check each record by hand | With Adoptiv: The reply says how many were declined |
| Change history | One record at a time: Each edit recorded with before and after | With Adoptiv: A bulk reassignment isn’t recorded on each lead |
| Scope | One record at a time: Whatever you click | With Adoptiv: The rows on the page, never every match |
Bulk Actions Questions, Answered.
What are bulk actions in a CRM?
Actions you apply to many records at once instead of one by one. In Adoptiv you can reassign, export or delete leads and deals, and add leads to a sequence.
How do I bulk reassign leads?
Filter the list, tick the leads on the page and choose reassign. Leads you aren’t allowed to change are skipped, and the reply tells you how many.
Can I select every record that matches a filter?
No, on purpose. Bulk actions work on the rows loaded on the page, 100 by default, so nobody reassigns tens of thousands of records with one tick.
Can I undo a bulk delete?
No. Deleting is immediate and permanent, with no undo and no archive to restore from, so check the selection first.
Who can add leads to a sequence in bulk?
People with the workspace settings permission. Everyone else can still reassign, export and delete the leads they are allowed to.
How do I reassign leads when a rep leaves?
Filter the list to that rep’s leads, tick the rows on the page and reassign them, then work through the list page by page.
Is a bulk reassignment recorded in the lead history?
No. Editing one lead records the before and after values, but reassigning many at once doesn’t add an entry to each lead.
What does an export include?
The rows you ticked, with the internal record ID left out. It copies your selection, not everything your filter matches.
Can I bulk edit fields on many leads?
No. Bulk actions on leads are reassign, delete, export and add to a sequence. To update many leads at once, import a spreadsheet and choose to update existing leads.
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