Bulk Actions
Written By Sara Irfan
Last updated 4 days ago
What are Bulk Actions?
Bulk Actions let you select multiple sub-accounts or users and take action on them at once — trigger a GHL workflow, request feedback, or export data. This turns your login activity data from a passive dashboard into an active outreach tool.
What You Can Do with Bulk Actions
Trigger re-engagement workflows for dormant accounts. Filter by Dormant status, select all matching, and fire a GHL workflow that sends a check-in email, an SMS, or books a call.
Request feedback from engaged clients. Select healthy sub-accounts and send a feedback request to their account owners.
Export data for offline analysis. Download a CSV of any filtered view for reporting, team meetings, or import into other tools.
Build targeted outreach lists. Combine filters (e.g., Plan: Starter + Status: Active) to find specific groups of accounts, select them, and trigger a workflow.
How to Select Rows
Single row: Click the checkbox next to any row.
Select all on current page: Click the checkbox in the table header.
Select all matching: After selecting rows, click "Select all Y items matching this search" to include rows beyond the current page.