- Help Center
- Prospects and Accounts
Manage prospects in bulk
Use bulk actions to quickly add multiple prospects to sequences or accounts, send them one-off emails, add or remove tags, and more.
Use bulk actions to quickly manage your prospects in the Prospects screen. You can:
-
Add the selected prospects to a sequence.
-
Send a one-off email or SMS to the selected prospects.
-
Add the selected prospects to an account.
-
Add or remove tags for the selected prospects.
-
Opt-out the selected prospects from receiving more communications from you.
-
Delete the selected prospects.
-
Mark the selected prospects as finished.
-
Pause the selected prospects in their sequences.

-
In the Prospects screen, click the checkbox next to the prospects you want to manage in bulk.
You can use filters to help you find your prospects quickly. -
Click the button for the action you want to perform on these prospects.
The Opt out, Delete, Mark as Finished and Pause actions are available under the options button.