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How to Perform Bulk Actions?

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The versatility of bulk actions contributes to a smoother and faster workflow for users dealing with extensive data sets. Bulk actions can be performed for Leads, Opportunities, Contacts, Companies, Candidates and Jobs. There are two ways you can perform Bulk actions as listed below. (List view and Board view)


Bulk actions in the List View:
Bulk actions in the List view can be performed in Leads, Opportunities, Contacts, Companies, Candidates, and Jobs. An example of “Candidates” is given in the example below. Similar steps can be followed for other Modules as well.

  1. Go to the Recruiting module and choose Candidates from the menu


  2. The List view will automatically open. If needed, apply filters to refine your selection of records


  3. Once the records are selected, you will see various options at the top to select from and perform bulk actions



Bulk actions in the Pipeline View
Bulk actions in the Board/Pipeline/Kanban view can be performed in Leads, Opportunities, and Jobs. An example of “Jobs” is given in the example below. Similar steps can be followed for other Modules as well.

  1. Recruiting Go to the module and choose Jobs from the menu


  2. The List view will automatically open and switch to the Board/Pipeline view


  3. If needed, apply filters to refine your selection of records.


  4. Once the records are selected, you will see various options at the top to select from and perform bulk actions

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