{"id":703,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-bulk-actions\/"},"modified":"2026-10-12T15:08:01","modified_gmt":"2026-10-12T20:08:01","slug":"crm-bulk-actions","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-bulk-actions\/","title":{"rendered":"Change many contacts at once and export"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>Tick contacts in the table and a bar appears with actions that change all of them together: Add tag, Remove tag, Assign, Temperature, Type, Rating and Delete. Export downloads the contacts you are looking at as a CSV file.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Contacts. Tick the boxes on the left of the table.<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Filter the table, or open a smart list, so it shows the people you want.<\/li>\n<li>Tick the box on each row, or tick the box in the header to select the whole page.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-bulk-actions-1.webp?v=1791835679\" alt=\"Tick rows and the bulk bar appears\" width=\"1440\" loading=\"lazy\" \/><figcaption>Tick rows and the bulk bar appears<\/figcaption><\/figure>\n<\/li>\n<li>To go past one page, press <strong>Select all<\/strong> in the bar to pick every contact in this view.<\/li>\n<li>Press an action, such as <strong>Add tag<\/strong> or <strong>Assign<\/strong>.<\/li>\n<li>The dialog counts the contacts first and lists the first few names. Pick the value, then press the button, for example <strong>Tag 42<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-bulk-actions-2.webp?v=1791835680\" alt=\"The dialog counts the contacts; pick the tag, then press Tag 2\" width=\"1440\" loading=\"lazy\" \/><figcaption>The dialog counts the contacts; pick the tag, then press Tag 2<\/figcaption><\/figure>\n<\/li>\n<li>Press <strong>Clear<\/strong> to drop the selection.<\/li>\n<li>To download a CSV, press <strong>Export<\/strong> above the table. It exports your ticked rows, or the whole view when nothing is ticked.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-bulk-actions-3.webp?v=1791835681\" alt=\"Export downloads the view, or your ticked rows, as a CSV\" width=\"1440\" loading=\"lazy\" \/><figcaption>Export downloads the view, or your ticked rows, as a CSV<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>One bulk action runs on up to 500 contacts at a time. Narrow the view if it holds more.<\/li>\n<li>Delete moves contacts to the Recycle Bin for 30 days, with their tasks, deals and notes.<\/li>\n<li>Contacts you are not allowed to change are left out, and the dialog says how many.<\/li>\n<li>Only owners and managers can assign to someone else or unassign.<\/li>\n<li>An export holds up to 10,000 rows.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Tick contacts in the table and a bar appears with actions that change all of them together: Add tag, Remove tag, Assign, Temperature, Type, Rating and Delete. Export downloads the contacts you are looking at as a CSV file.<\/p>\n","protected":false},"featured_media":1907,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/contacts","_rd_doc_source_id":"crm-bulk-actions","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Tick contacts in the table and a bar appears with actions that change all of them together: Add tag, Remove tag, Assign, Temperature, Type, Rating and Delete. Export downloads the contacts you are looking at as a CSV file.","footnotes":""},"rd_doc_category":[19],"class_list":["post-703","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/703","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/703\/revisions"}],"predecessor-version":[{"id":1910,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/703\/revisions\/1910"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1907"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=703"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}