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Bulk-editing and filtering

Jenny Takahara, August 4, 2025

Note: For a complete rundown of the available features and tools in the list view, check out this guide.

The list view displays your data in a standard spreadsheet format and includes filtering and editing options, even for multiple items at a time.

Bulk-editing

Note: Bulk editing is not available in the Projects list view.

The bulk-editing menu opens automatically whenever you select multiple items in the list view.

You can change the field value for the selected items by clicking one of the dropdown menus on the right and selecting “Edit current value.”

After you‘ve selected the new value, click “Edit” in the bottom right corner to confirm the changes.

Note: You can also delete items in bulk by selecting multiple items and clicking the trash can icon.

Additional bulk actions

While the bulk-editing menu lets you change field values, the list view also offers the following bulk actions:

Group emailing

Note: Email recipients are based on the assigned email address for an item‘s linked contact person. If an item doesn‘t have a linked contact person, or that person doesn‘t have an assigned email address, the email won‘t be sent.

You can send a group email by selecting multiple items in the lead, deal, contact or activity list views.

Scheduling activities

Note: This feature is only available on the Growth plan or higher.

In the deal list view, you can select multiple deals for which you want to create the same activity. After selecting the desired number of deals, click on “Schedule activities.”

Note: You can add up to 100 activities at a time.

If you add more than five activities in bulk, you’ll be able to drag-and-drop them from the calendar view to the time slot of your convenience and extend the duration of the activity if needed.

In addition, you can split the activities into several days. Click “All activities in one day” next to the date dropdown to select the number of activities per day.

This is useful when combined with a filter that shows deals that don‘t have any scheduled activities.

Note: You can learn more in-depth information about adding activities in bulk in this article.

Adding deals to sequences

Note: This feature is available on the Premium plan and higher.

From the deal list view, select the deals that you want to add to a sequence. Once selected, click the “Add to sequence” button at the top of the page.

To add the deals you just selected to a sequence, select the desired sequence from the dropdown. Then, you’ll see a preview of the sequence, and you can save the changes.

Converting

In your deal list view or Leads Inbox, you can bulk-convert deals into leads or vice-versa.

Archiving

In your Leads Inbox, you can select multiple leads and archive or unarchive them.

Attaching products

In your products list view, you can select multiple products and add them to a deal.

Note: While you can add multiple products to a deal in bulk, you can only perform this action for one deal at a time.

Filtering

Note: For a detailed guide about our filtering tools, check out this article.

You can access the filters menu by clicking the dropdown in the top right corner of any list view.

Each list view has filters for owners, and some (ex. deals) include premade filters.

Note: Custom filters don‘t transfer between list views (i.e. a filter created in the deal list view can‘t be used in the person list view.)

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