> Bulk operations across records

TL;DR: Select rows on Leads or Accounts → bulk bar slides up. Six actions, two scope modes (by IDs or all matching filter). Confirm before destructive operations.

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The six bulk actions

Action | What it does | Idempotent?
**Re-qualify** | Re-runs ICP / Persona scoring against current Live definitions | Yes
**Re-enrich** | Runs waterfall enrichment on missing channels | Yes (skips already-enriched)
**Push to destination** | Force-sync selected records to an existing destination | Yes (uses overwrite policy)
**Add to audience** | Append to a manual-add audience | Idempotent (no dupes)
**Add to list** | Add to a list | Idempotent
**Export** | CSV with currently-visible columns | Yes
**Delete** | Remove from workspace | NO — irreversible, requires confirmation

Scope: by IDs vs all matching filter

The bulk bar makes the scope explicit. Two modes:

• By IDs (default) — exactly the rows you ticked. Safe — what you select is what you get.
• All matching filter — switches via the dropdown on the bulk bar. Acts on every record matching the current Search / Filter, even rows not yet rendered (server-paginated views).

Pay attention to the count shown on the bulk bar. "5 selected" vs "12,847 matching filter" — the difference matters. Bulk Delete on 12,847 is not what you want by accident.

Re-qualify

Reruns scoring. Most common after editing an ICP or Persona. The action:

1. Pulls current Live ICP / Persona definitions
2. Scores each selected record
3. Updates icp_code, icp_score, persona_code, persona_score fields
4. Updates audience memberships downstream (the audience evaluator picks up changes within seconds)

No credits charged.

Re-enrich

Runs the enrichment waterfall on missing channels for selected records. The action:

1. Identifies missing channels per record
2. Runs waterfall providers in order until each channel is filled or all providers exhausted
3. Updates the record's enrichment fields
4. Costs credits per channel enriched

If your credit budget can't cover the full bulk operation, the system enriches in ICP-score-descending order until the budget runs out. The remaining records remain in their pre-enrichment state.

Push to destination

Pick an existing destination → confirm the field-mapping + overwrite policy → push. Use this when:

• You added a destination after the audience was already populated and want to backfill
• A destination sync failed and you need to force-retry
• You want to push a one-off set of records to a destination they're not currently in via an audience

Add to audience

Picks from a list of "manual-add audiences" — audiences that include in_manual_audience = "X" as a condition. Useful for ad-hoc campaigns that don't fit a dynamic filter.

If no manual-add audiences exist, the action prompts to create one.

Export

Downloads a CSV with the currently-visible columns and the currently-applied filter. Useful for handing data to external tools or for audit / archive.

Delete (irreversible)

Removes selected records from the workspace. The confirmation dialog:

• Shows the count being deleted
• Requires typing "DELETE" to confirm
• Warns about the impact (audience memberships, destination references, signal attribution)

Use sparingly. Most "I want to clean up" intents are better handled by Pause on the relevant ICP / signal so records stop being created, rather than deletion.

Related

• The Leads page — overview and bulk actions
• The Accounts page — overview and bulk actions
• Building an audience — Copilot first, then manual
• Enriching from Audiences (bulk)