Bulk Actions - Pipeline Change

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do a pipeline change to add or update opportunity statuses, using the bulk action feature:

Step 1: Choose Your Contacts 

• Navigate to your contacts.
• Check the box to select contact records.

• You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in Referins.

Step 2: Choose Your Action

• Choose the icon for “Pipeline Change”. In the “Add/Update Opportunity” window that pops up, choose a pipeline, stage, opportunity, lead value, opportunity status, and more.
• Click Add/Update Opportunity to confirm your changes.

Note: When scheduling a bulk action in drip mode, the "repeat after" does not repeat the entire process. Instead, it can be viewed as "run every". As shown in the example below, 100 contacts would be processed every 5 hours. This process would repeat until all selected contacts received the drip communication. (If you had 780 contacts selected, there would be a total of 8 batches – 7 x 100 and 1 x 80).

FAQs

1. How do I select contacts for a bulk action?

• Navigate to your contacts.
• Check the box next to each contact record you want to select.
• To select all contacts on the current page, check the box at the top of the page.
• To select all contacts in Referins, click the hyperlink to select all.

2. How do I perform a pipeline change using bulk actions?

• Choose the icon for “Pipeline Change”.
• In the “Add/Update Opportunity” window, select the desired pipeline, stage, opportunity, lead value, opportunity status, and any other necessary details.
• Click Add/Update Opportunity to apply the changes.

3. What does the "repeat after" setting do in drip mode?

• The "repeat after" setting does not repeat the entire process. Instead, it operates as "run every," meaning the process will run every specified interval (e.g., every 5 hours) until all selected contacts have received the drip communication.
• For example, if you have 780 contacts and set it to process 100 contacts every 5 hours, it will take 8 batches to complete: 7 batches of 100 and 1 batch of 80.

4. Can I cancel a bulk action once it has started?

• Depending on your system’s capabilities, you may or may not be able to cancel a bulk action once it has started. Check with your system administrator or consult the help documentation for specifics on your platform.