Bulk Action & account management
Multi-select accounts to reassign, change status, create Actions, or delete across your portfolio.
Working in bulk
When you need to act on many accounts at once — after a reorg, at quarter close, or clearing a backlog — use bulk selection on the Accounts list.
How it works
- Go to Accounts and filter to the set you want.
- Tick the checkboxes on the rows (or select-all).
- A "{n} selected" bar appears with:
- Reassign CSM — hand the accounts to a different owner.
- Change Status — update lifecycle status in bulk.
- Create Action — open the same Action across every selected account at once.
- Delete Selected — permission-gated.
Each opens a confirmation before it runs.
Good to know
Bulk Create Action is the fast way to launch a campaign motion (e.g. a check-in Action on every red account). Changes are logged so there's an audit trail. Individual Actions are worked one at a time from the Action Queue and the work-item drawer.
Related: *Setting up your portfolio view* · *Bulk reassigning accounts* · *Creating and assigning Actions*