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Bulk Actions

Perform bulk actions quickly and easily within your Structurely account

Emma Holmes avatar
Written by Emma Holmes
Updated over 2 weeks ago

πŸ‘‹ Have you ever wanted to apply a certain action across all of your leads with the click of a button?Β 

Well, Bulk Actions are here!

πŸ‘‰First, go to the 'Leads' tab on the left-hand panel πŸ‘‡

πŸ‘‰Next, you can select all your leads or certain leads to perform an action on πŸ‘‡

πŸ‘‰From there you can click Bulk Actions at the top right and select an action. πŸ‘‰

You can also use the filters to target a group of leads fitting a certain criteria to perform a bulk action on. In this example we chose leads belonging to a certain agentπŸ‘‡

Β πŸ‘‰Now that you have a filter of all leads belonging to a certain agent, you could mass assign them to another agent by clicking on Bulk Actions and Assign AgentπŸ‘‡

Β πŸ‘‰You can now choose a different agent or rep to mass assign those leads toπŸ‘‡

πŸ‘‰There are many Bulk Actions you can perform within your account, like mass muting leads, adding tags, creating tasks and much more!πŸ‘‡

🎊Go ahead and give it a shot! 

If you have any questions you can send an email to help@structurely.com and we will get back to you!

πŸš€ The Structurely Team

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