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Execute bulk operations

A you select multiple records from a list view and performs a bulk action (assign, delete, stage change, export, add to campaign).

When this happens: You select records and chooses a bulk action.

Step by step

  1. 1

    On the Contacts list view, selects 25 records using checkboxes.

    Bulk action toolbar appears: "[25] selected — Assign.

  2. 2

    Click Assign.

    Assign dialog: Assign 25 contacts to: + user search/dropdown.

  3. 3

    Select Jane Doe (Sales Rep) Clicks Confirm.

    Confirmation: You are about to reassign 25 contacts to Jane Doe. Continue?.

  4. 4

    Confirm.

    Since > 50 records is not reached, processes synchronously. (If > 50 — background job with progress indicator.) Assigns each record. Per-record access control: if user lacks permission on a specific record, that record fails; others proceed. Summary: 25 contacts reassigned successfully Each contact gets its own audit log entry (Assign).

Other paths

Bulk delete

Select records — Delete Confirmation: This will soft-delete [N] records. Related records: [cascade summary] Archives. Summary shows successes/failures.

Select all matching filters

Click Select All on This Page — Select All [150] Records Matching Current Filters Applies bulk action to all matching records (max 200 per operation). Background job if > 50.

Bulk stage change (opportunities)

Select own opportunities — Change Stage Stage dropdown. Same validation as UC-3.4 (skip rules, approval).

Bulk export

Select records or uses Select All — Export CSV/Excel export (max 50,000 rows). Same format as UC-2.6.

If something goes wrong

Max records exceeded

Select All count exceeds 200 for non-export operations. Bulk operations are limited to 200 records. Please narrow your filters

Partial failure

Some records fail due to access control or validation. Summary: 20 of 25 records updated. 5 failed Failed records listed with reason.

Good to know

  • Max 200 records per bulk operation (except export: 50,000).
  • Background job for > 50 records with progress indicator.
  • Access control enforced per record.
  • Each affected record gets its own audit entry.