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.
The six bulk actions
Action | What it does | Idempotent?
**Find leads** (Accounts) | Finds people at the selected accounts; costs credits | —
**Add to monitoring** | Watches the selected people or companies | —
**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.
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.