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Use Bulk Actions to Update Multiple Leads

Manage multiple leads at once using Bulk Actions in your Lead Manager

Managing leads one at a time can slow you down. The Bulk Actions feature inside your Lead Manager allows you to update, organize, and manage multiple leads at once. Whether you are cleaning up your database, assigning new leads, or launching a campaign, Bulk Actions helps you move faster while staying organized.

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To perform a bulk action on your leads:

  1. Go to leads.realgeeks.com/leads

  2. Filter or select the leads you want to update

  3. Click Bulk Actions in the top right and choose your action

Table of Contents

Bulk Update

Bulk Update allows you to update flags and labels for multiple leads at the same time. This is helpful when cleaning up your database or organizing large groups of leads.

You can:

  • Assign or remove a New Lead Flag

  • Update a lead's Status

  • Update a lead's Type

  • Add or remove Tags

  • Update a lead's Urgency

  • Opt leads in or out of Reactive Responses

By default, changes apply to the leads shown in your current search. To adjust your selection:

  1. Use Advanced Filters to narrow your lead list

  2. Or manually check the box next to individual leads (note: selections only apply to the 50 leads visible per page)

Bulk Update is commonly used for database clean up, pipeline adjustments, event tagging, or managing Reactive Responses at scale.

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Assign

The Assign action allows you to reassign multiple leads at once to the right person or distribution system.

You can assign multiple leads to:

  • A specific agent

  • A specific lender

  • A Round Robin

  • A Lead Pond

This makes it easy to redistribute leads, move groups to a new agent, or send leads into a Lead Pond for team members to claim.

Learn more about the Lead Assignment options here. 

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Workflow - Drip

The Workflow action allows you to add or remove multiple leads from a WorkflowCampaign.

You can:

  • Subscribe multiple leads to a Workflow

  • Remove multiple leads from a Workflow

This is useful when launching a new nurture campaign or stopping a group from receiving additional follow-up messages.

Learn more about the Workflow system and how to assign leads to a campaign here.

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eBlast

The eBlast action allows you to send a mass email to a filtered group of leads.

Using Advanced Filters, you can target specific segments such as:

  • Buyers in a certain timeframe

  • Sellers with a specific tag

  • Leads assigned to a specific agent

You can select an existing email template or create a new message before sending. This makes it easy to communicate announcements, new listings, market updates, or event invitations to multiple leads at once.

eBlasts are most effective when sent to a clearly defined segment rather than your entire database. Learn more about the mass emailing tool here.

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Postcards

The Postcards action allows you to target a group of leads and send a custom postcard to all of them at once.

This is useful when you want to:

  • Follow up with unresponsive leads

  • Market to property owners when you only have a mailing address

  • Stay visible with offline outreach

Postcards help you extend your marketing beyond email and text while reaching multiple leads in one step.

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Website Content

The Website Content action manages access to your website through the Geek Verified Leads phone validation system.

This Bulk Action allows you to:

  • Unlock website access for leads with confirmed phone numbers

  • Lock website access for unverified leads to prompt phone validation

When locked, leads can only view up to 3 listing photos per property and must verify their phone number to unlock full access.

When unlocked, leads can view full listing details without restriction.

 

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Delete

The Delete action allows you to remove a group of leads in bulk from your Lead Manager.

Please Note

This action is only available to users with the proper CRM permissions, as granted by the Owner or an Admin.

Important:

  • This action cannot be reversed

  • A confirmation code must be entered

  • Always double-check your filters before deleting

Bulk Delete is typically used for removing duplicates, spam, or invalid records.

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