For the full reference on filtering, columns, and every mass action available, see Sales Pipeline. This page just follows the video.
Acting on many leads at once
1
Select your leads
Click the checkbox just above your top lead to select everyone currently loaded on the page, or tick individual rows for a smaller batch.
2
Extend past the loaded page if needed
A bar appears above the table showing how many are selected, with a Select all records option to extend the selection past the current page to everything your filters match.
3
Move everyone to a stage, or pick a smaller batch
Selecting the whole page moves every loaded lead into whatever action you choose next. If your page size is set to 100, that’s the first 100 that get selected — change Rows per page if you want a different batch, or use Select all records to cover everything your filters match instead.
4
Send a bulk email
Choose Bulk Email to send the whole selection an existing template, preview it, and send — covered in more detail in Create Email and SMS Templates With AI and How to send and schedule bulk email in Leaf360.
5
Assign in bulk
You can also assign the whole selection to a different team member, or to a business contact — for example, a referral partner you want to hand a list of clients to. Changing a lead’s assignment this way moves it out of wherever it’s currently grouped and into wherever the new assignment belongs.
For the full list of mass actions — including Power Dial, Add to Campaign, Merge, Archive and Delete, and which ones only act on loaded rows versus your whole filtered match — see Sales Pipeline.