Bulk actions for prospects in SmartReach
Bulk actions let you update hundreds of prospects at once by performing tasks like editing fields, tagging, assigning owners, moving between campaigns, changing stages, deleting, archiving, exporting, validating emails, updating status, and applying custom actions,all in a single click.
How it works
Step 1: Access bulk actions
1.Log in to your SmartReach dashboard 2.Click Prospects in the left sidebar and apply filters
3.Click the More Actions button (three-dot menu at the top)
Step 2: Choose your action
Here is list of various categories
1.Change category
Update the workflow stage for multiple prospects. 1.Click Change Category 2.Choose the new category 3.Click Apply
2.Add or remove tags
Add multiple tags to segment prospects or trigger automations. 1.Click Add Tags 2.Enter comma-separated tags 3.Click Save
3.Delete prospects
Permanently remove selected prospects from your account. This action cannot be undone. 1.Click Delete Prospects 2.Review the confirmation popup 3.Type "delete" to confirm
4.Add to account
Link multiple prospects to an existing account to group them under a company or organization. 1.Click Add to Account 2.Search for the relevant account name 3.Click Save
Plan availability
Bulk actions are available on all SmartReach plans. However, your team admin controls user permissions for these features. If you don't see bulk action options, contact your admin to request access.
Updated about 14 hours ago