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Bulk actions

Tag, assign, add to a pipeline, merge, export or delete many contacts at once.

3 min read

Instead of editing hundreds of contacts one by one, bulk actions update them in a single pass. Tagging 300 people from a property expo, handing a departing agent's customers to someone else, or clearing out test records takes a few clicks.

Running a bulk action

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Contacts

ImportAdd Contact
Smart ListsBulk ActionsTasks
AllHot leadsBuyers – KadıköyMarketing consent
3 selectedAdd TagRemove TagAssignPipelineMergeExportDelete2
NamePhoneAreaTagsCreated
ADAhmet Demir+90 5•• ••• 12 34Kadıköybuyerhot-leadOct 8
ZAZeynep Arslan+90 5•• ••• 48 20BeylikdüzütenantOct 6
MÖMert Özkan+90 5•• ••• 77 05AtaşehirsellerOct 3
JCJames Carter+44 7••• ••• 321Modabuyerinternational-buyerSep 29
AÇAyşe Çelik+90 5•• ••• 90 11BeylikdüzülandlordSep 24
1
The header checkbox selects every contact on the page.
  • 1Select contacts
  • 2Choose a bulk action
The bulk action bar that appears above the table when contacts are selected.
  1. Select contacts by ticking the boxes on the left. The header box selects everyone on the page; with a smart list open you also get an option to select the whole list.
  2. Choose the action from the bar that appears above the table. A window opens depending on the action.

Available actions

ActionWhat it doesAgency example
Add TagAdds a tag to the selected contacts.property-expo-2026 on the expo list.
Remove TagRemoves a tag.Development sold out, remove project-atasehir.
Send WhatsApp / SMS / EmailSends a bulk message (WhatsApp only with approved templates).See Bulk messaging.
AssignChanges the contact owner.A departing agent's customers to Emre Yılmaz.
PipelineAdds contacts to a pipeline stage as opportunities.Past enquiries into Buyers → New enquiry.
MergeMerges selected duplicate records.See Duplicates and merging.
ExportDownloads selected contacts as CSV.See Export and delete.
DeleteDeletes contacts.Test records.

Note

The actions on the bar depend on your permissions; some appear as icons and show their name on hover. If you can't see an action, ask your office manager.

Adding contacts to an automation scenario in bulk (e.g. long-term nurture messages) is possible, but the scenario has to be set up correctly first; ask your consultant. See Nurture campaigns.

Example: bulk tagging

Squaremeters AI
Search⌘K
BA

Contacts

ImportAdd Contact
Smart ListsBulk ActionsTasks
3 selectedAdd TagRemove TagAssignPipelineMergeExportDelete
NamePhoneAreaTagsCreated
ADAhmet Demir+90 5•• ••• 12 34Kadıköybuyerhot-leadOct 8
ZAZeynep Arslan+90 5•• ••• 48 20BeylikdüzütenantOct 6
MÖMert Özkan+90 5•• ••• 77 05AtaşehirsellerOct 3
JCJames Carter+44 7••• ••• 321Modabuyerinternational-buyerSep 29

Add Tag

Tags

property-expo-2026
1

Action name

Property expo – tag
Process all at once
2

Track progress under Contacts → Bulk Actions.

CancelAdd Tag3
Add Tag window: choose a tag, name the action, confirm.
  1. Choose or type the tag to add.
  2. Give the action a recognisable name (e.g. Property expo – tag). It shows in the Bulk Actions history. Where offered, choose whether to process all at once or in batches.
  3. Confirm with Add Tag.

Tracking the history

Bulk actions run in the background; on large lists they can take a few minutes.

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Contacts

ImportAdd Contact
Smart ListsBulk ActionsTasks
Action NameAction TypeCreated ByStatus
Property expo – tagAdd TagDeniz AcarCompletedShow Stats1
past_enquiries_2025.csvImportBurak AydınCompletedShow Stats
Test recordsDelete ContactsBurak AydınProcessingShow Stats
From the stats view you can download an error log for failed rows.
Contacts → Bulk Actions: status and stats for each action.
  1. On Contacts → Bulk Actions, click Show Stats on the action's row: see how many succeeded and failed, and download the error log if needed.

Where available, the row's menu lets you pause or cancel an action, or undo a bulk delete.

Heads up

Double-check your selection before a bulk delete or bulk reassignment. Safest approach: build the right list with a filter, check the count, then run the action.

When an agent leaves

  1. Filter with More Filters → Contact Owner = the departing agent and save as a smart list.
  2. Select all and use Assign to pick the new agent.
  3. Update conversation assignments too (Conversations → filter Assigned = the old agent). See Assigning and collaborating.
  4. Move open tasks to the new agent (Contacts → Tasks).
  5. If the assistant's routing rule includes the departing agent, tell your consultant so new leads stop going to them.

Tips

  • Create a smart list before a bulk action; you can see later exactly who it covered.
  • Run very large actions outside office hours.

Didn't solve your problem?

Ask the assistant or message our support team.