Bulk actions

Select many leads at once and tag them, move their stage, change their owner, enroll them in a sequence, reveal, export or delete them.

3 min readLast updated Sep 28, 2026

Bulk actions let you do the same thing to many leads in one step. Select rows in any table (search results, lists, the pipeline table or the companies view) and a floating action bar appears at the bottom of the screen.

Select leads

To select	Do this
One row	Click its checkbox, or press `X` on the focused row
A range	Click the first checkbox, then `Shift`-click the last
Every row in the table	Click the checkbox in the table header

The action bar shows how many leads are selected. Press Esc to clear the selection.

Available actions

In lead tables (lists, all leads and the pipeline table):

Action	What it does
Tag	Add or remove one or more tags
Move to stage	Add to a pipeline or move to a stage in it
Change owner	Assign the leads to a teammate
Enroll in sequence	Add the leads to a sequence
Add to list	Add to an existing or new list
Remove from list	Take the leads out of the list you're viewing
Export	Export the selection as CSV or JSON
Delete	Remove the leads from your workspace, or Suppress and delete

In search results:

Action	What it does
Save to list	Save the results to a list as leads
Add to pipeline	Save them as leads in a pipeline stage
Reveal selected	Reveal masked contacts; the button shows the credits it will use
Export revealed	Export the revealed contacts in the selection
Recruit for a survey	Researchers lens: creates a list of the selection and a draft sequence from the Expert survey recruitment template. Nothing is sent until you launch it

Tag, move or reassign

Select the leads
Use the checkboxes as described above.
Pick the action
Click Tag, Move to stage or Change owner in the action bar.
Choose the value
Pick the tag, stage or teammate and confirm.

The change applies instantly and a toast confirms it.

Enroll in a sequence

Select the leads
Only leads with a revealed, sendable email can be enrolled.
Click Enroll in sequence
Pick the sequence and click Enroll.
Review skipped leads
OmniLead enrolls everyone it can and lists the leads it skipped, each with the reason, such as no revealed email, an Invalid address, a suppressed address or a country rule.

Reveal in bulk

In search results, select rows and click Reveal selected. The confirmation shows how many credits it will use: contacts already revealed in your workspace are free and excluded from the count. Failed and invalid lookups are refunded automatically, as always.

Delete in bulk

Click Delete in the action bar, then Delete n leads. The leads are removed from lists, pipelines and sequences, and a toast offers Undo for a few seconds.

Deleting doesn't suppress addresses. If people asked not to be contacted, choose Suppress and delete from the same menu instead.
Deleting leads doesn't refund credits spent revealing them.

Large exports

Exports of more than 5,000 leads run in the background. You can keep working; the file is ready to download from the export when it finishes. See Export leads.