> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/bulk-edit-lead.md).

# Bulk Edit Lead

Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity by offering to manage and update data in larger quantities within the system.

### Bulk edit <a href="#bulk-edit" id="bulk-edit"></a>

Go to **Sales** and click on **Leads**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FBKam5PZPnyiIBFR4pOFN%2Fimage.png?alt=media&amp;token=c7318873-9e8f-47d9-853e-cce78d034bd5" alt=""><figcaption></figcaption></figure>

In leads, click on the the **list view**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FmncCce7EeJhpOnlheXUB%2Fimage.png?alt=media&amp;token=48d1432d-1935-4ccc-a035-1eca0dc8beab" alt=""><figcaption></figcaption></figure>

In the list view select the records that you would like to edit in bulk

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F5WURxY55r2u9uoJcS1ZD%2Fimage.png?alt=media&amp;token=901f46b5-6b9a-43b5-adc8-951a67d663e8" alt=""><figcaption></figcaption></figure>

As you select the records **edit and delete** buttons will be enabled

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FyPHahT0h5t6xlccDgtbr%2Fimage.png?alt=media&amp;token=b4a043df-e5e4-40c3-81fd-78e7dac6ef93" alt=""><figcaption></figcaption></figure>

Click on the **Edit button**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FTD1Ta4JQcBhYXubQyU3t%2Fimage.png?alt=media&amp;token=c7f2d893-8123-4242-b1fb-628d373b439e" alt=""><figcaption></figcaption></figure>

Select the value in the pop-up and click on **+ button**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FpceM1KBvTy0RKk9REN8Y%2Fimage.png?alt=media&amp;token=5e3c025d-881a-4fc8-909a-67bd00c212c4" alt=""><figcaption></figcaption></figure>

If you select the pipeline field, the **lead status** associated with it will also be selected

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FVUTQC2k2w7z64DwU9ai4%2Fimage.png?alt=media&amp;token=24ba1351-98d3-4e63-a968-d34b6fee7d38" alt=""><figcaption></figcaption></figure>

Select the **pipeline** and lead status and click on **save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FX6xIIK24jUumcIlRRP5K%2Fimage.png?alt=media&amp;token=68684876-95d3-4bd3-bb34-0dae3000eb61" alt=""><figcaption></figcaption></figure>

**Pipeline and lead status** will be changed for the selected records

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FG3kjmZ2SgIiwJSYFGaur%2Fimage.png?alt=media&amp;token=e61cc774-5a7b-48ad-9dbf-56bd1b080ed6" alt=""><figcaption></figcaption></figure>

### Bulk Delete <a href="#bulk-delete" id="bulk-delete"></a>

Go to **Sales** and click on **Leads**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FRkaFXhSIpyGhjWt9SoGf%2Fimage.png?alt=media&amp;token=6d13498b-a2b4-4044-9beb-b60a760edcaf" alt=""><figcaption></figcaption></figure>

In leads click on the **list view**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FvlPZvAceqswXk6PVHRpE%2Fimage.png?alt=media&amp;token=f6a80c91-a93c-4e1b-af67-045efbc3b804" alt=""><figcaption></figcaption></figure>

In the list view select the records that you would like to **delete**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FGrzAsvl7UYiiKoiXlJiW%2Fimage.png?alt=media&amp;token=c3c66037-5397-43c8-840a-ca485b411cdc" alt=""><figcaption></figcaption></figure>

As you select the records **delete** buttons will be enabled, click on the **delete** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FbW3Jrhr1ThQ0H61LRpRe%2Fimage.png?alt=media&amp;token=56b71aa0-4f19-4e4b-8858-27d4dc083b5e" alt=""><figcaption></figcaption></figure>

Give your confirmation in the pop up and the records will be deleted

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FXJ0cI0qQTo75gcLDofhF%2Fimage.png?alt=media&amp;token=651ca49b-e442-4b10-8e46-265799308c00" alt=""><figcaption></figcaption></figure>

Last Updated 15 December 2025
