> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/admin-portal/campaigns/lead-summary/bulk-actions.md).

# Bulk Actions

{% hint style="success" %}
In the **Lead Summary**, the '**Bulk Actions**' option provides a collective approach for **modifying** multiple leads simultaneously.
{% endhint %}

## It majorly has 4 options:

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1. Update
2. Delete
3. Move to Other Campaign
4. Close Leads

<figure><img src="/files/BeicQUC5wQt1rquyOdnM" alt=""><figcaption></figcaption></figure>

1. **Update:** The '**Update**' option allows you to change stages and tags, and set follow-up dates from the **Admin part**. It also provides the option to **Reassign Leads** from one user to another or from unassigned to someone else.

<figure><img src="/files/Ang4tvAlfa3ZPcgxJ8YD" alt=""><figcaption></figcaption></figure>

After selecting the necessary changes, click on '**Update'** to apply the new changes to that particular lead.

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2. **Delete:** This option allows you to **delete** the lead permanently, not only from the campaign but also from the system entirely.&#x20;

<figure><img src="/files/FuEZFahKUz6b1y8R0a34" alt=""><figcaption></figcaption></figure>

Similarly, a **menu bar** will open to delete the lead. You then need to type '**Delete**' and click on the '**Yes, I'm Sure**' option to delete the lead permanently from the system.

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3. **Move To Other Campaign:** This option allows you to **move** a lead from the existing campaign to another campaign, along with all the **history** and **details** of that particular lead.

<figure><img src="/files/WnLxYEcya6Z4dIUmyIr8" alt=""><figcaption></figcaption></figure>

Once you click on the option to move it to another campaign, a **menu bar** will open, asking you to **select** the campaign where you want to move the lead.&#x20;

After selecting, it will provide an option to '**Move**'. Click on that option to **transfer** the lead to the new campaign.

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4. **Close Leads:** This option enables you to **close** a lead, indicating whether it has been converted or lost. Closed leads are not included in the **call flow** for users but can only be viewed through the '**Filters**' option.

<figure><img src="/files/NBmL8KDXZztwD3sJQ087" alt=""><figcaption></figcaption></figure>

After selecting the '**Close Lead**' option, a menu bar will open, prompting you to choose a **file** containing the **list** of leads you want to close, ensuring that your users don't receive them in their **call flow**.&#x20;

You can check the **sample file** and then **upload** the list of leads in the **specified format** to close them in that particular campaign.

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{% hint style="success" %}
**Note:** Closing leads doesn't involve **deleting** them. The leads will remain in the system, but they won't appear in the **call flow** for users. You can still find them by using the '**Filters**' option.
{% endhint %}
