> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk Actions

> Select multiple deals to message, enroll in a sequence, assign an owner, or move stage at once.

Bulk actions let you handle many deals in one pass instead of opening them one by one - for
example, messaging every agent in a column, assigning a batch of new deals to a teammate, or
parking a group of stale deals in Revisit.

## Ways to select deals

* **Card checkbox** - hover a card on the board and tick the checkbox in its top-left corner.
* **Column select-all** - tick the checkbox in a column header to select every deal in that
  stage at once (a dash means some, but not all, are selected).
* **Table rows** - in table view, use the row checkboxes or the header checkbox to select all
  visible rows.

As soon as anything is selected, a floating toolbar appears at the bottom center of the
screen showing "**N properties selected**" with an **X** button to clear the selection.

## Run a bulk action

<Steps>
  <Step title="Select properties">
    Use any of the selection methods above. Your selection works across columns - you can mix
    deals from different stages.
  </Step>

  <Step title="Choose a bulk action">
    From the selection bar:

    * **Message** - open Review & Send to message all selected agents in one batch (see
      [Bulk Messaging](/features/bulk-messaging)).
    * **Sequence** - enroll the selected contacts in a [sequence](/features/sequences); pick
      the sequence in the dialog that opens.
    * **Owner** - assign an owner to every selected deal: pick **No owner** or a teammate
      from the **Assign owner** menu. A toast confirms how many were updated.
    * **Stage** - open the **Move to stage** menu and pick the destination; all selected
      deals move at once.
  </Step>

  <Step title="Clear the selection">
    Click the **X** next to the selection count (or deselect the checkboxes) when you're done.
  </Step>
</Steps>

<Warning>
  You can't bulk-move deals into **Under Contract** - each deal needs its own contract
  details, so move those one at a time. Picking Under Contract from the bulk Stage menu shows
  the message "Move properties to 'Under Contract' individually to capture contract details."
</Warning>

## What bulk moves do (and don't) trigger

A bulk stage move behaves like dragging each card individually: moving deals to **Lost**
archives their conversations under the same rules as a single move (a conversation only
closes when the contact has no other active deals with you). The prompt to log a
communication when moving to **Contacted** applies to individual drags, not bulk moves.

## Common questions

<AccordionGroup>
  <Accordion title="How many deals can I select at once?">
    There's no fixed cap on selection - you can select entire columns. Bulk messaging and
    sequence enrollment are still subject to your messaging limits, which the Review & Send
    flow shows before anything goes out.
  </Accordion>

  <Accordion title="Why is the Owner button disabled?">
    The Owner action needs at least one organization member to assign to. If your team list
    hasn't loaded or you're the only member without assignable teammates, the menu has nothing
    to offer. Team members are managed in
    [Advanced Settings > Organization](/settings/advanced-settings/organization).
  </Accordion>

  <Accordion title="What happens if some deals in my bulk action fail?">
    The toast tells you exactly how many succeeded and how many failed (for example "Assigned
    8 to 'Dana' (2 failed)"), so you can retry just the rest.
  </Accordion>

  <Accordion title="Does bulk-enrolling in a sequence skip contacts already enrolled?">
    The enrollment dialog resolves contacts by identity, and contacts already in an active
    sequence show the **In sequence** badge on their cards - check the badge before enrolling
    to avoid doubling up. See [Sequences](/features/sequences) for enrollment rules.
  </Accordion>

  <Accordion title="Does my selection survive filtering or switching views?">
    The selection bar persists while you stay on the page, but changing filters can hide
    selected cards from view. Clear the selection if the count looks off.
  </Accordion>
</AccordionGroup>