Act on many contacts at once with bulk actions

Every contact table in Swimlane lets you select several contacts and apply one action to all of them: archive, move, tag, assign to a stage, refresh profiles or send connection requests.

Where bulk actions are available

• On the Lists page: inside any list and in All Leads.
• In the Inbox: Messaging, Archived, All Members, Reminders, Relations, Contacts, No tag, each tag and each pipeline view.

A pipeline board has no checkboxes. To act on a whole column, use the column's … menu (see Invite or message a whole pipeline column).

Select contacts

1. Tick the checkbox at the start of each row you want.
2. Or tick the checkbox in the header to select every contact currently shown. Narrow the table first with filters, tabs or the search bar if you only want part of it.
3. A Bulk Actions (n) button appears. Click it and pick an action.

The selection is cleared once the action has run.

The actions

• Archive: asks for confirmation, then archives the selected contacts. See Add, edit and archive contacts for what archiving changes.
• Move to list: pick a list (or Create New List) and click Move. The contacts are placed in that list and removed from all their other lists.
• Assign to pipeline stage: choose a Pipeline and a Stage, then click Assign. Contacts already in another of your pipelines move to this one.
• Enrich with LinkedIn: queues a profile refresh for each contact, a few seconds apart (5 to 30 seconds). The batch is capped at the profile scrapes you have left today. If you selected more, a Daily scrape limit warning tells you how many will be refreshed. Contacts without a LinkedIn profile are skipped.
• Send connection request: queues one invitation per contact, sent 5 seconds to 10 minutes apart during your Virtual Office Hours, without a personal note. The batch is capped at the invitations you have left today (a Daily invitation limit warning appears if you selected more). Contacts you are already connected with are left out, and contacts you have already invited are skipped.
• Add tags: pick existing tags or create new ones, then click Assign. Existing tags are kept.
• Remove tags: pick existing tags and click Remove.
• Deduplicate: merges duplicate contacts across your whole workspace, whatever you selected. Read Merge duplicate contacts before using it, as it can't be undone.

Follow queued actions

Enrich with LinkedIn and Send connection request don't run instantly. Their tasks appear as one grouped row in the Queue panel at the bottom of the navigation. A task that meets a full daily limit shows Waiting for daily limit and starts again by itself after the reset.

Good to know

• The daily ceilings used here are set in Settings → Import & Automation Limits. Invitations default to 20 a day and can't go above 200; profile scrapes can't go above 80 a day.
• Contacts beyond the capped batch aren't kept for later. Run the action again once your limit has reset.
• There is no bulk unarchive, no bulk delete and no bulk message from a table. Messaging many contacts at once is done from a pipeline column.
• Export CSV, next to the table title, downloads the contacts shown in the table, not the selection. See Export contacts to CSV.