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.
Related articles
- How to filter and track leads
- How to create a segment
Related articles
- How to import leads Upload a CSV file, map its columns to AdHub lead fields and review the import results.
- How to share an email template Send a saved email template to a lead from the lead profile using your own email app.
- How to add an email template Create a reusable email template with a subject, folder and content from Content Settings.
- How to create a segment Save a set of lead conditions as a reusable segment you can open with one click.
- How to add a status, source and tag in settings Add new lead statuses, sources and tags from Settings > Lead Settings.