Bulk actions on leads

Mateusz Macha

Hi, is it possible to do bulk actions on Leads? E. g. bulk delete and bulk export?

Leads seem to be a perfect solutions for prospecting / nurturing activity. So for example I may add a list of target companies and emails of their employees and they nurture them by category (like: city, type of services, type of decision maker etc.).

However, at the moment bulk actions are not possible, so all these has to be done manually, 1 by 1. Bulk actions would make this a bit simpler. Bulk export would be a temporary solution to export that list to any marketing tool for nurturing actions.

So my questions is: Are any bulk functions planned for production? If yes, when we may expect a release?

Jakub Kadlubiec_2191

Hey, yes it's actually something we are already working on, so stay tuned. While we are at it, would you mind letting us know what would be a typical and maximum number of Leads you'd be editing using bulk actions?

Mateusz Macha

Jakub Kadlubiec said:

Hey, yes it's actually something we are already working on, so stay tuned. While we are at it, would you mind letting us know what would be a typical and maximum number of Leads you'd be editing using bulk actions?

Sure. Number of organizations that interesting for us (as a potential customer) is around 200 for Cracow (our HQ) and 1500-2000 for Poland. Take 3-4 potential decision makers in each company and this makes 4500-8000 people to be potentially contacted during lead nurturing process.

So the max. number is somewhere around 8000 and a possible bulk action could be "Send an email with a gift from us (like a free report)".

On the other side some smaller bulk actions are more possible. Something like personalized messages to groups of 20-50 people, where each group would be selected by specific criteria (like: city, potential service they may need etc.).

Jakub Kadlubiec_2191

Jakub Kadlubiec said:

Hey, yes it's actually something we are already working on, so stay tuned. While we are at it, would you mind letting us know what would be a typical and maximum number of Leads you'd be editing using bulk actions?

Thanks, that's super useful! 👍Thanks for including specific examples of possible actions.

Just to clarify my earlier message a bit.. We are now working on bulk actions for modifying leads. The group emailing will come bit later, but also soon.

Mateusz Macha

Jakub Kadlubiec said:

Hey, yes it's actually something we are already working on, so stay tuned. While we are at it, would you mind letting us know what would be a typical and maximum number of Leads you'd be editing using bulk actions?

@Jakub Kadlubiec that is fine! I just wanted to make sure, that once I upload lot of leads, I will be able to organize them easily. If you add (will you? ) bulk export function, it will be possible to temporarily use some other mailing solutions.

Anyway, if you add group / mass mailing functionalities, Leads will have huge potential. I guess, sales people will be able to cut out other software and do everything from Pipedrive.

Jakub Kadlubiec_2191

Jakub Kadlubiec said:

Hey, yes it's actually something we are already working on, so stay tuned. While we are at it, would you mind letting us know what would be a typical and maximum number of Leads you'd be editing using bulk actions?

Yeah, export will also be added, but no specific ETA as of now.

Thanks a lot for that feedback, very useful.

Inês Batata

Hi @Mateusz Macha !

To complement all the things we're building for Leads that my colleague @Jakub Kadlubiec mentioned, I suggest you join our Research and Beta Testing channel here in the Community. We often ask for users who'd like to try out early versions of new or improved features that we want to roll out there and it seems to me this is something you might be interested in.