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How to run bulk actions on leads

Updated

Overview

AdHub lets you update many leads at once from the Leads page. This guide shows you how to select leads, change their owner, apply tags, export them and delete them in bulk.

Video walkthrough

Watch: running bulk actions on leads

Steps

Step 1 — Select the leads you want

On the Leads page, tick the checkbox next to each lead you want to work on.

Tick the checkboxes next to the leads

Step 2 — Select the whole page

To select every lead on the page, tick the select all checkbox in the table header.

Tick the header checkbox to select the whole page

Step 3 — Open the Actions menu

Click Actions above the leads list. Every bulk action is in this menu.

Click Actions above the leads list

Step 4 — Choose Change status / source / owner

Select Change status / source / owner. In the dialog, leave a field as No change to keep its current value.

The Change status / source / owner dialog

Step 5 — Select the new owner

Open the Owner dropdown and select the team member who should own the selected leads.

Select an owner from the dropdown

Step 6 — Apply the change

Click Update to apply the change to the selected leads.

Click Update to apply the change

Step 7 — Check the updated leads

The Owner column now shows the new owner for every selected lead.

The Owner column shows the new owner

Step 8 — Choose Apply or remove tags

Open Actions again and select Apply or remove tags.

Select Apply or remove tags

Step 9 — Pick a tag to add

In the Apply or remove tags dialog, open Add tags and select a tag, for example Hot.

Select a tag under Add tags

Step 10 — Update the tags

Click Update tags to apply the tag changes.

Click Update tags

Step 11 — Check the tags

The selected leads now show the new tag, and the tag count in Tags updates.

The selected leads show the new tag

Step 12 — Export the selected leads

To download leads, open Actions and select Export selected, or Export all for the whole list.

Select Export selected in the Actions menu

Step 13 — Delete leads only if needed

To remove leads, open Actions and select Delete.

Select Delete in the Actions menu

Note: Deleting leads cannot be undone. To hide leads without removing them, use Mark inactive instead.

What happens next

  • Changes apply to every selected lead at once.
  • The leads list and tag counts update right away.
  • If a lead did not change, check that its checkbox was ticked before you ran the action.
  • How to filter and track leads
  • How to create a segment
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