> 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

These options enable manipulation of the leads within a specific campaign.

{% 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:

***

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

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FhsVnsT9wwqxGDe9EXtN9%2FBulk%20Actions.png?alt=media&amp;token=79c3a412-a165-4d40-8d3d-e85bf29823bf" 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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FT5IstgC7j49Af3OSOSbC%2FBulk%20Actionss.png?alt=media&amp;token=12b09da5-1d36-4fab-8641-7323fd247a99" alt=""><figcaption></figcaption></figure>

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

***

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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2Fd6uFQsPxoeudlgr1ZIzj%2FDeletess.png?alt=media&amp;token=5047eb61-2ce4-4c57-a2cd-154168cf9928" 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.

***

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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FSS59NUcEXbOWe4TBHijX%2FMove%20to%20another%20campaign.png?alt=media&amp;token=80637514-41bc-44fa-8827-e5552c564d47" 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.

***

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="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FcXDEd0CoZu9SNgqrfp12%2FClose%20Leads.png?alt=media&amp;token=22318c80-8719-45ca-aa35-bed5d26c6a36" 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.

***

{% 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 %}
