Bulk actions: update multiple records at once

Changing a field on one property is one click. With fifty properties, it becomes work. Bulk actions handle those fifty in one operation. Which bulk actions are available differs per entity. Properties have the fullest package.

When do you use this?

• Send a campaign email to 30 leads
• Give 50 properties a status change at once
• Assign a new Preferred communication to all companies from one region at once
• Have 40 property descriptions translated at once by AI
• Post 25 properties on an MLS portal in one action

How it works: three steps

1. Open the list view of Properties, Deals, Relations, Projects, Contacts or Leads. For Deals: first switch to the table view (icon top right), Deals opens in Kanban by default.

2. Check records using the checkboxes on the left. The checkbox in the column header selects the entire visible page.

3. The bulk action toolbar appears above the table as soon as one or more records are selected. Which buttons you see depends on the entity (see below per entity). The number is shown in parentheses on each button, for example Mass Edit (20).

Check the number before you click Save

The number is shown next to each action button. With 50 leads, do you really mean 50? One check prevents expensive mistakes.

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Available per entity

Which bulk actions appear varies per overview. The table below was validated in the live CRM on 2026-05-23.

Entity	AI	Mass Edit	Actions	Mass email	Delete
Properties	✓	✓	✓	.	✓ (soft + Undo)
Deals	.	✓	.	✓	.
Relations	.	✓	.	✓	✓ (hard)
Projects	.	✓	.	.	.
Contacts	.	✓	.	✓	.
Leads	.	✓	.	✓	.

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Properties: four bulk action buttons

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After selection, four buttons appear: AI, Mass Edit, Actions and Delete.

Mass Edit

Click Mass Edit (n). A dialog opens with a Select field dropdown.

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The Mass Edit dropdown for properties shows eight fields, in sentence case.

Eight fields available:

Field in CRM	What
Status	Draft, Active, Sold, Rented, Under Offer, …
Interest status	Interested / Not interested
Show on website	On / off
Labels	Assign workflow labels
Location	City
Assign to	Another agent as owner
Tag	Add tags (additive, existing ones remain)
Province	Province

Choose a field, fill in the new value via the second dropdown on the right, and click Save.

Actions

Click Actions (n). A dialog opens with a Select an action dropdown. Not three separate buttons, but one dropdown with three options:

Option in CRM	What
MLS - Post to	Publish the selection to one or more portals (Kyero, Idealista, Fotocasa, …)
MLS - Remove	Remove from one or more portals
Assign to deal	Link the properties to an existing deal

Choose an option, fill in details, and click Save.

AI features are in a separate button

Translate description and Rewrite description are under the AI button, not under Actions. See below.

AI

Click AI (n). A dialog opens with a Select an action dropdown. Two options:

• Translate description: translates the descriptions of the selected properties into one or more languages
• Rewrite description: has AI rewrite the descriptions in the same language

After choosing, a prompt template picker and language fields appear. AI processing runs asynchronously in the background, with separate progress notifications.

More on this: Translate and rewrite AI descriptions.

Delete

Click Delete (n). Confirm the action. Properties are soft-deleted, an Undo notification appears immediately after the action, and deleted properties remain retrievable via the “Deleted properties” toggle in the filters.

Delete is greyed out for Draft or Removed by feed

Does your selection include properties with other statuses? Then Delete is disabled. Change the status first, or select only the applicable properties.

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Deals: switch to table view first

Deals opens in Kanban by default. Use the table icon top right (next to the kanban icon) to switch to the list view where checkboxes and bulk actions are available.

Mass Edit

Click Mass Edit (n). Three fields available:

Field in CRM	What
Closing date	Expected closing date
Assign to	Another agent
Tag	Add tags

Mass email

Available when a template can be applied and the contacts have email addresses. See Mass email flow below.

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Relations: four fields + Mass email + Delete

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Mass Edit for relations shows four fields.

Mass Edit

Field in CRM	What
Preferred communication	Preferred channel (email / phone / WhatsApp)
Status	Status of the relation
Credit terms	Payment terms
Tag	Add tags

Mass email

See Mass email flow.

Mass Delete

Relations is the only entity with direct Mass Delete (without soft-delete + Undo). Be careful: deletion is immediately permanent.

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Projects: three fields

Mass Edit

Field in CRM	What
Availability	Availability status
Type	Project type
Tag	Add tags

No Mass email or Mass Delete for projects.

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Contacts and Leads: Mass Edit and Mass email

When you select contacts or leads, the buttons Mass Edit and Mass email appear, plus Clear selection to clear the selection.

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After selecting contacts, Mass Edit and Mass email appear.

With Mass Edit you choose under Select field which field you want to change for all selected records, and next to it the new value. Click Save to apply it.

List	Fields in Mass Edit
Contacts	Role, Relation, Language, Assign to, Tag
Leads	Lead source, Lead stage, Lead status, Language, Assign to, Tag

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The Mass Edit window for contacts: the field on the left, the new value on the right.

Mass email flow

Available for leads, contacts, deals and relations.

1. Select the records in the list.

2. Click the orange Mass email (n) button in the bulk action toolbar.

3. Choose an email template from the library. Filter by name or group.

4. Preview via the Preview button, the template is also editable in that window.

5. Check the recipients: number + name list visible (up to 8, with +N button for the rest).

6. Choose the sender (which team member sends).

7. Choose the sending moment:

   • Now: send immediately
   • Later: schedule date/time/time zone

8. Send or Schedule.

Daily limit: 1,000 emails per user

The counter is visible in the mass email window. When the limit is reached, the send button is greyed out until the next day.

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Following and stopping a running bulk action

A large bulk action runs in the background. You can simply continue working in the meantime. A small progress card appears at the bottom right with a circle, the status and the progress, for example 12/40 · 30%.

The Bulk Actions panel

Click the progress card. The Bulk Actions panel opens, with a card per bulk action. On each card you see the action, the status and the progress.

Status	Meaning
Pending	Waiting to start
Processing	Running now
Completed	Done
Failed	Failed
Stopped	You stopped the action

Stopping a bulk action

Do you see that you chose the wrong selection or the wrong value? Then stop the action while it is still running.

1. Open the Bulk Actions panel via the progress card at the bottom right.
2. Click Stop on the card of the action. You only see Stop for an action with status Pending or Processing.
3. Confirm. Tesoro asks: Stop this bulk action? Click Stop again.
4. The status becomes Stopped (grey). The action stops at the point where it was.

Stopping does not undo anything

Records that have already been updated remain updated. Tesoro says so in the confirmation: It will stop where it is. Changes already made are not undone. Afterwards, check via View details which records have already been changed.

You can no longer stop an action that is already finished (Completed or Failed). There is no Stop button for it anymore.

Stopping from the Bulk Action Log

You can also stop from the settings: Settings → Bulk Actions → Bulk Action Log. There you see your own bulk actions from the last 48 hours.

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Settings → Bulk Action Log. Here you find your bulk actions from the last 48 hours. In this example there are none.

• For a running action you click the stop icon (tooltip Stop). The same confirmation follows.
• For an action with status Completed, Failed or Stopped, the eye icon (View details) opens the overview per record.

Hiding is not stopping

A card in the panel also has Hide (for a running action) or Dismiss (for a finished action). That button only hides the card. A running action simply continues and remains visible in the Bulk Action Log. With Dismiss all at the bottom of the panel you hide all cards at once.

A hidden card stays hidden, even after you refresh the page.

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What happens behind the scenes

Synchronous vs asynchronous

• Small bulks (≤ 10 records): processed immediately, you see the confirmation right away
• Large property bulks (> 10 properties): asynchronously in the background, in blocks of 10
  • You immediately get a confirmation that the task has started
  • A notification appears as soon as all blocks are done
  • Success and error messages are kept separate; errors are detailed per property

Individual processing

With large bulks, records are processed independently. An error on property 3 does not stop the other properties. Afterwards you get a detailed list: what succeeded, what did not, and why.

AI and Actions bulks run separately

Translate / Rewrite description (via the AI button) and MLS Post/Remove + Assign to deal (via the Actions button) get their own progress notifications, independent of Mass Edit.

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Standardising spellings: consolidating deviating values

One place, four spellings. A classic Costa Blanca annoyance: Javea, Jávea, Xàbia and Javea/Xàbia are mixed up in your portfolio — Spanish, Valencian and English variants of the same town. Often it is not even your fault: XML feeds from fellow agents bring their own spelling, and it is copied one-to-one into your portfolio. The result: filters don’t work properly, statistics are off, MLS portals get inconsistent data, and your website shows the same town four times in the city list.

With filter + Mass Edit you solve this in seconds. Filter on a deviating spelling, select all, Mass Edit to the canonical value, save. Do that per variant and you are done.

When do you do this?

• Javea / Jávea / Xàbia / Javea/Xàbia: four variants of the same town mixed together
• Province names vary (“Alicante” vs “Alacant” vs “ALC”)
• Tags like “luxury” and “Luxury” and “lux” point to the same concept but work as three separate tags
• A team member accidentally made a typo in 20 properties

Example: bringing Javea to one spelling

You choose a canonical value, for example Jávea (Spanish spelling, most used). You will consolidate the other three variants into it. Do it step by step, one variant at a time.

1. Open Properties and filter on Location = “Javea” (without accent, the English variant). Only records with that spelling appear, say there are 8.

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   Step 1: filtering on the deviating variant 'Javea' shows all records with that spelling.

   

2. Select all records via the checkbox above the column header. The bulk action toolbar appears with the number: Mass Edit (8).

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   Step 2: the bulk action toolbar confirms that all 8 records are selected.

   

3. Click Mass Edit and choose field Location from the dropdown. A second dropdown appears with your existing location list.

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   Step 3: choose field Location and select the canonical value from the dropdown.

   

4. Select “Jávea” (with accent, your canonical) and click Save. All 8 records immediately get the corrected value.

5. Repeat for the remaining variants: “Xàbia” and “Javea/Xàbia”, each time with the same flow: filter → select all → Mass Edit Location → “Jávea” → Save.

6. Verify by looking at your location list: only “Jávea” should still be there, no longer the old variants.

Works for every Mass Edit field

The same flow works for: Province, Status, Assign to, Labels, Tag. A general technique for data uniformity on all Mass Edit fields, not limited to locations.

Which spelling do you choose as canonical?

For Costa Blanca towns with multiple names: choose the variant that is searched most on your portals. Jávea (Spanish) is typed more often on Idealista and Fotocasa than Xàbia. For a bilingual presentation you can also choose Jávea/Xàbia, but be consistent. It is your decision, not the system’s.

Important points to note

• Always filter first, then select. An unintended selection that you set to “Jávea” while the records are actually in Dénia is painful to undo.
• Test with a small set. Filter so strictly that you see 5 records, do the Mass Edit, check. Only then apply it to 200 records.
• The change history remains intact. Every Mass Edit is logged: who, when, from which value to which.
• Mass Edit changes a field value, not records. It does not merge duplicate records. For real duplicate contacts or relations you must manually identify and delete the redundant ones.

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Five tips from practice

• Filter first, then select. Use filters to show the right set before you click the checkboxes. Prevents editing the wrong records.
• Save views. Do you regularly work with the same group (e.g. “all properties in Moraira”)? Save the filter set as a view.
• Tags are additive. With Tag via bulk action, new tags are added to existing ones, not replaced.
• Status validation blocks invalid combinations. Only Active properties can be set as MLS prime; the system automatically rejects invalid combinations.
• Schedule mass emails outside peak hours. Delivery and read rate are higher at ‘09:00 Tuesday’ than ‘17:00 Friday’.

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Next step

Views and filtersSave recurring selections as a view, bulk actions start with a good filter.