Documentation/Bulk Action Logs/Triggering from Leads

Bulk Action Logs — Triggering from Leads

Most log entries don’t start here — they start from the Leads list bulk actions bar. Bulk Action Logs is where you come back to track progress and download results.

How to Trigger a Bulk Action

automation

Step 1: Select one or more leads using the checkboxes (or use Select All to grab every lead matching your current filters).
Step 2: Click the icon for the action you want from the bulk actions bar.
Step 3: Confirm in the dialog that opens — it always tells you exactly how many leads are affected before you proceed.
Step 4: The action runs in the background — you don’t have to wait on the page.

Where Each Action Lands

Bulk actions bar icon (on Leads page)Lands in Bulk Action Logs as
Download selectedLead Bulk Download
Assign to userLead Assignment
Send emailBulk Email
Send SMSBulk SMS
Send WhatsAppBulk WhatsApp
Lead Stage ChangeLead Stage Change
Push Leads to IntegrationPush Leads
Send to Meta CAPIMeta CAPI
Add to retargeting audienceMeta Retargeting / Google Retargeting
Transfer to Lead Journey (Raw Leads only)Lead Bulk Transfer
Lead rechurnLead Rechurn