Overview
Manual Assignment automations can be applied to existing leads in bulk.
Useful for restarting follow-up after the 6.0 migration, re-engaging older leads, or putting a group of records through the same sequence.
Steps
Step 1: Open your Leads list
Step 2: Filter to the records you want
Step 3: Select the leads
Step 4: Choose Add to Automation
Step 5: Select the Manual Assignment automation
Step 6: Confirm
Step 7: Check they went in
Review Automation Enrollment and Automation Activity to confirm the records entered the sequence.
The bulk limit
There is a daily cap on how many records you can add to an automation manually through Bulk Actions.
There is no limit on records entering an automation automatically — through record creation or the automation's own triggers. The cap is on manual bulk enrolment only.
The number itself has changed before and is expected to rise, so check the current limit in the app before preparing a large batch rather than relying on a figure from a document. If you need more than the cap in a day, contact support.
Important Notes
Bulk enrolment is for Manual Assignment automations. You cannot bulk-apply a status-change trigger directly.
Leads entering automatically are handled separately from manual bulk enrolment, and are not subject to the bulk cap.
Enrol in manageable groups when the sequence starts with immediate outreach. Two thousand leads into a sequence that texts and calls on day one produces two thousand conversations at once, and someone has to answer them.
All of the sequence's tasks are created as each lead enters it, including future-dated ones. A large bulk enrolment creates a large number of tasks immediately.
Frequently asked questions
Why use Manual Assignment for bulk enrolment?
Because it gives you a reusable sequence you can apply to selected existing leads.
Can I bulk trigger a Lead Status Changed automation directly?
No. The bulk workflow uses Manual Assignment.
Should I enrol every old lead at once?
Depends on the sequence. If several steps fire quickly, smaller groups keep the resulting workload manageable for your team.
Troubleshooting
Some records did not enrol
Confirm you selected a Manual Assignment automation.
Check whether you hit the current bulk limit.
Review the automation activity.
Confirm the selected leads are eligible for that automation.
You need to enrol more than the daily cap
Contact support.
Related
Best Practice for Building Lead Follow-Up Automations
How to Reactivate Leads From a Previous Drip Campaign in REsimpli
How to Troubleshoot an Automation That Didn't Run