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Bulk actions

Add or remove tags, assign owners, add to a pipeline, export or delete many contacts at once.

2 min read

Instead of editing hundreds of contacts one by one, update them in one go with bulk actions. Tagging 300 contacts imported after an expo, handing a departing employee's patients to another coordinator, or deleting test records takes just a few clicks.

Running a bulk action

MedicalGrow
Search⌘K
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Contacts

ImportAdd Contact
Smart ListsBulk ActionsTasks
AllNew leads – UKImplant – DEBooked
3 selectedAdd TagRemove TagAssignPipelineMergeExportDelete2
NamePhoneEmailTagsCreated
SMSarah Mitchell+44 7700 900321sarah.m@mail.co.ukveneersukOct 1
JWJonas Weber+49 151 2345 6789jonas.weber@web.deimplantdeSep 30
AHAmira Haddad+971 50 123 4567amira.h@mail.aehairSep 29
LMLucas Martin+33 6 12 34 56 78lucas.martin@orange.frimplantfrSep 27
EDEmma de Vries+31 6 1234 5678emma.devries@ziggo.nlveneersSep 25
1
The header checkbox selects every contact on the page.
  • 1Select contacts
  • 2Choose a bulk action
The bulk action bar that appears above the table once contacts are selected.
  1. Select contacts by ticking the boxes on the left of each row. The header checkbox selects every contact on the page; with a smart list open, you're also offered the option to select the whole list.
  2. Pick an action from the bar that appears above the table. A window opens depending on the action (e.g. which tag to add).

Available actions

ActionWhat it doesClinic example
Add TagAdds a tag to the selected contacts.Tag an expo list expo-london-2026.
Remove TagRemoves a tag.Campaign over, remove promo-autumn.
AssignChanges the contact owner.Hand a leaver's patients to Zeynep.
PipelineAdds contacts to a pipeline stage as opportunities (depending on your plan).Put old leads into a Re-engagement stage.
MergeMerges selected duplicate records.See Duplicates and merging.
ExportDownloads the selected contacts as a CSV.See Export and delete.
DeleteDeletes the contacts.Test records.

Note

The actions you see depend on your user permissions and plan. Marketing actions such as bulk SMS/email aren't included in your plan; if you need them, message our support team.

Example: adding a tag in bulk

MedicalGrow
Search⌘K
EK

Contacts

ImportAdd Contact
Smart ListsBulk ActionsTasks
3 selectedAdd TagRemove TagAssignPipelineMergeExportDelete
NamePhoneEmailTagsCreated
SMSarah Mitchell+44 7700 900321sarah.m@mail.co.ukveneersukOct 1
JWJonas Weber+49 151 2345 6789jonas.weber@web.deimplantdeSep 30
AHAmira Haddad+971 50 123 4567amira.h@mail.aehairSep 29
LMLucas Martin+33 6 12 34 56 78lucas.martin@orange.frimplantfrSep 27

Add Tag

Tags

promo-autumn-2026
1

Action name

Autumn promo – tag
Process all at once
2

Track progress under Contacts → Bulk Actions.

CancelAdd Tag3
The Add Tag window: tag, action name and confirmation.
  1. Choose or type the tag to add.
  2. Give the job a recognisable name (e.g. Autumn promo – tag); it shows in the Bulk Actions history. Where offered, choose whether it runs all at once or in batches.
  3. Confirm with Add Tag.

Tracking job history

Bulk actions run in the background and can take a few minutes on large lists.

MedicalGrow
Search⌘K
EK

Contacts

ImportAdd Contact
Smart ListsBulk ActionsTasks
Action NameAction TypeCreated ByStatus
Autumn promo – tagAdd TagElif KayaCompletedShow Stats1
patients_2026.csvImportElif KayaCompletedShow Stats
Old test leadsDelete ContactsElif KayaProcessingShow Stats
From the stats view you can download an error log for failed rows.
Contacts → Bulk Actions: job status and stats.
  1. Go to Contacts → Bulk Actions and click Show Stats on the job's row: see how many contacts succeeded or failed, and download the error log if needed.

From the row's menu you can, where applicable, pause or cancel a job, or undo a bulk delete (Restore).

Heads up

Double-check your selection before starting bulk deletes or bulk reassignments. The safest approach: build the right list with a filter first, check the contact count, then run the action.

Tips

  • Create a smart list before a bulk action so you can see later exactly who it covered.
  • When reassigning contacts, conversation assignments may also need updating; see Assigning and collaborating.
  • Run very large jobs outside working hours.

Didn't solve your problem?

Ask the assistant or message our support team.

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