How-to

Update many leads at once

Select leads on the Leads page and use the bar at the bottom to change stage, assign an owner, set follow-ups, add tags, create tasks, move to a list, export or delete.

Who can do this: Everyone can use most actions. Only admins and managers can delete. Assigning may need a permission.
Plan: Free

Select leads

Tick the checkbox on each lead you want.
To select every lead in the current view, tick the box at the top of the list, then choose the option to select all matching leads.

Choose an action

The bar at the bottom offers:

Action	What it does
Stage	Moves the selected leads to a stage. Choose Apply to confirm
Assign	Sets an owner, or unassigns
Follow-up	Today, Tomorrow, In 3 days, Next week, or clear
Tags	Adds a tag (Add a tag) or removes one
Task	Creates the same task on every selected lead
Move to list	Moves leads into a static list
Export	Downloads the selected leads as a CSV file
Delete	Admins and managers only. Cannot be undone

Limits

Bulk actions handle up to 10,000 leads at a time. If more match, narrow the view or split the work.

Reassigning leads you do not own needs the reassign permission, which managers and admins always have. Admins can see a record of past bulk actions in Bulk operation history in the Leads page menu.

Last reviewed October 1, 2026.

Still need help?

In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.