Bulk actions on records

Bulk actions on records are planned for HLB. They would let you update many contacts, opportunities and other records at once instead of one at a time.

From the list of contacts, you would select the records you want (you could use smart lists and advanced filters to build the group first) and choose an action:

• Add tags: you would name the action and pick one or more tags. Existing tags would stay in place. Removing tags in bulk, and restoring removed tags, would come through Labs.
• Send email: you would use quick compose, the smart builder or a template, with optional link tracking, UTM parameters and tagging based on opens or clicks. Before sending, invalid and bounced email addresses would be filtered out.
• Trigger automation: you would add contacts to a published workflow, either all at once, at a scheduled time or in batches with drip mode.

For opportunities, you would select records in card or list view and click edit to change the pipeline, stage, status, value, owner, source, expected close date or other fields in one step. List view would also work across all pipelines.

Companies and custom objects would also take trigger automation in bulk. Custom object, company and task records could be deleted in bulk, which would also remove their associations but not the related records. Eligible deleted records could be restored from the bulk actions page within 60 days.

Every bulk action would appear on the bulk actions page, where you could check progress and use show stats to review results. In conversations, you could also mark up to 100 conversations at a time as read, unread, starred or unstarred, or delete them.