Skip to main content
Bulk Actions

Perform bulk actions quickly and easily within your Structurely account

Emma Holmes avatar
Written by Emma Holmes
Updated over a week ago

๐Ÿ‘‹ Have you ever wanted to apply a certain action across all of your leads with the click of a button?ย 

Well, Bulk Actions are here!

๐Ÿ‘‰First, go to the 'Leads' tab on the left-hand panel ๐Ÿ‘‡

๐Ÿ‘‰Next, you can select all your leads or certain leads to perform an action on ๐Ÿ‘‡

๐Ÿ‘‰From there you can click Bulk Actions at the top right and select an action. Here we choose Send a Message as an example๐Ÿ‘‡

๐Ÿ‘‰With this action you can mass text the leads of your choosing with the click of a button ๐Ÿ‘‡

๐Ÿ‘‰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 agent๐Ÿ‘‡

ย ๐Ÿ‘‰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 Agent๐Ÿ‘‡

ย ๐Ÿ‘‰You can now choose a different agent or rep to mass assign those leads to๐Ÿ‘‡

๐Ÿ‘‰There are many Bulk Actions you can perform within your account, like mass muting leads, adding tags, creating tasks and much more!๐Ÿ‘‡

๐ŸŽŠGo ahead and give it a shot!ย 

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

๐Ÿš€ The Structurely Team

Did this answer your question?