﻿# Activity buttons and bulk actions for leads and deals

> [HTML Version](crm-mass-actions.html)

## Customize the activity buttons

The [system administrator](360006871932.md#administrators) can customize [activity](360019229331.md) buttons for each pipeline in the [Leads](leads.md) and [Deals](360012680899.md) apps. For example, if new leads in the **Requests from website** pipeline need to be created only [automatically](create_delete_lead.md#create-with-api), you can hide the **+Lead** button from the page.

To do this:

1. In the upper right corner of the **Leads** app page, click the gear icon **(clip0268.png)** and select the **Activities Settings **in the drop‑down menu.

2. To the right of the **+Lead** button, you will see a gear icon. Click on it to open the activity settings window.  
**(crm-mass-actions-1.png)**

3. Enable the **Only for the selected pipelines** option.

4. Click **Select pipelines** and choose all pipelines except for the **Requests from website**.

5. Click **Select** and save the settings.

6. Now the button for adding leads will not be displayed in the **Requests from website **pipeline. 

## Bulk actions 

In the [Leads](leads.md) and [Deals](360012680899.md) apps, [bulk actions](mass_actions.md) are available by default. You can bulk delete items, edit fields on pages, assign deals and leads to a user, change their status, and move them to another pipeline.

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Only users who have the permissions to edit and delete items can use bulk actions. Read more in the [Configure access permissions for CRM apps](360012770319.md) article.

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To perform bulk actions:

1. On a pipeline’s page, in the upper right corner, switch to the **Table** view.

**(crm-actions-2.png)**

On the **Unallocated** and **All** pages, items are displayed as a table by default.

2. Check boxes next to several deals or leads. You can also select all items by checking the box next to **Name**.

3. The **Selected Items** button will appear in the upper right corner. Click it and select the action you want to apply to the selected items.  
**(crm-bulk-01.png)**

- **Edit**. Apply [bulk editing](mass_actions.md#edit) of leads or deals.

- **Delete**. Apply [bulk deleting](mass_actions.md#delete-restore) of items.

- **Change Status**. This button allows you to [change the statuses](mass_actions.md#change-status) of several items at once. In the status change window, you can also move leads or deals to another pipeline by selecting a status in it. When moving leads to the **Unqualified** status or deals to the **Lost** status, please provide a reason. This information will be saved in their activity streams.  
  
If there are leads or deals among the selected items that do not have a responsible person, an additional field for selecting one will be displayed.  
**(crm-bulk-02.png)**

- **Assign**. Specify the responsible employee for the selected items. This user will get a notification in their #Activity stream about assigning them to a lead or deal.

The [system administrator](360006871932.md#administrators) can [add separate buttons](enable-mass-actions.md#setup) to the pipeline page for each action, as well as configure the **Start Process** button.

## Apply actions to filtered items

You can also filter items by a specific parameter and then apply bulk actions to them.

To do this:

1. Click on this **(filter-icon.png)** icon in the search bar.

2. In the window that opens, select several parameters or use a [pre-configured filter](360012693479.md).

3. Click **Search**.

4. Apply a bulk action as described [above](#apply-action). 