Bulk Update lets you update multiple leads at once rather than editing each lead individually. Simply select the leads you want to modify, choose the field you’d like to update, and apply the changes to all selected leads in one action.
Who can use Bulk Update?
Bulk Update permissions depend on the user’s role.
Role | Bulk Update | Download | Delete |
Owner | ✅ Yes | ✅ Yes | ✅ Yes |
Admin | ✅ Yes | ✅ Yes | ✅ Yes |
Member | ❌ No | ❌ No | ❌ No |
Co-counsel | ❌ No | ❌ No | ❌ No |
Client | ❌ No | ❌ No | ❌ No |
Custom Role | ✅ Only if Bulk Update permission is enabled | ❌ No | ❌ No |
Important:
Bulk Update is enabled by default for Owners and Admins.
Members, Co-counsel, and Clients cannot access Bulk Update.
Custom roles can use Bulk Update only if the Bulk Update permission has been granted.
Download and Delete actions are available only to Owners and Admins.
If your role does not have Bulk Update permission, the Bulk Action Bar will not appear.
How to Bulk Update Leads
Navigate to Leads.
Select the checkbox beside each lead you want to update.
Once leads are selected, the Bulk Action Bar appears at the bottom of the page.
Choose the field you want to update.
Select the new value.
Confirm the update.
The Bulk Action Bar includes the following options:
Open Date
Stage
Practice Area
Location
Responsible Timekeeper
Originating Timekeeper
Members
Tags
Hiring Status
Download (Owners and Admins only)
Delete (Owners and Admins only)
The following are single-value fields:
Open Date
Stage
Practice Area
Location
Hiring Status
To update any of these fields:
Select the desired leads.
Choose the field from the Bulk Action Bar.
Select the new value.
Confirm the update.
The selected value replaces the existing value for all selected leads.
Note: These fields require a value and cannot be cleared through Bulk Update.
Update Timekeepers
You can bulk update both the Responsible Timekeeper and Originating Timekeeper.
To update a Timekeeper:
Select the desired leads.
Choose Responsible Timekeeper or Originating Timekeeper.
Select a teammate.
Confirm the update.
The selected teammate is assigned to all selected leads.
Note:
Only teammates within your firm are available for selection.
A Timekeeper must be selected. These fields cannot be cleared through Bulk Update.
Update Members
A lead can have multiple members. Bulk Update provides three options for managing them.
Add
Adds the selected teammates to all chosen leads while keeping the existing members.
If someone is already a member of a lead, they will not be added again.
Replace
Removes the existing members and replaces them with the teammates you select.
At least one member must be selected.
Remove
Removes selected members from the chosen leads.
Only leads where the selected teammate is currently a member are affected.
Update Tags
Lead Tags can also be managed using Add, Replace, and Remove.
Add
Adds the selected tags to all chosen leads while keeping existing tags. Duplicate tags are not created.
Replace
Removes the existing tags and replaces them with the tags you select.
At least one tag must be selected.
Remove
Removes the selected tags only from leads where those tags currently exist.
Download Leads
Owners and Admins can download selected leads using the Download option in the Bulk Action Bar.
This option is not available to other user roles, including custom roles with Bulk Update permission.
Delete Leads
Owners and Admins can permanently delete selected leads using the Delete option.
This action is unavailable to all other user roles, including custom roles with Bulk Update permission.
Where Bulk Update is Available
Bulk Update works consistently wherever leads are listed, including:
Intake
Not Hired Leads
Converted Leads
All Leads
Any custom Lead views
Select leads from any of these locations to access the same Bulk Action Bar and Bulk Update options.