---
title: "Multi-Select"
description: "Manage Multiple Leads Effortlessly"
url: https://help.boxly.ai/en/articles/10182684-multi-select
collection: "Getting Started"
updated: 2026-11-09
language: en
---

# Multi-Select

Manage Multiple Leads Effortlessly

**Work Faster, Do More**

Whether you're working in **Pipeline view** or **List view**, you can now handle multiple leads at once, instead of managing them one by one.

Multi-Select allows you to select multiple leads at once and take action in one go: you can move, assign, label, bin, or close multiple leads at once. It’s perfect for managing busy pipelines or when you’re reviewing leads in batches.

**✨ How Multi-Select Benefits You**

1.  **Take Action in one go**: Select multiple leads at once to perform actions like assigning labels, moving stages, or closing leads.
    
2.  **Flexible Organisation**: Whether in Pipeline or List view, you can group leads and manage them with more control.
    

## Actions to take with Multi-Select

* * *

**Take Action on multiple leads at once:**

✅ The multi-select bar shows how many leads you’ve **selected.**  
✅ After selecting one lead, you’ll see the option to **“Select all”.**

![](https://staticfiles.gleap.io/ghelparticle/ptCagYNedv5HkR8CYRT7KJCuGedjz4GgOAZeIFrR2PQui2LPCNu5JMgz2LgQsiyWjVlVuVhm4R5.png)

> **Here’s what you can do with it:**
> 
> **Move** multiple leads to a new stage  
> **Assign** multiple leads to a user (overriding previous assignments)  
> **Label** multiple leads at once  
> **Assign a Location** to multiple leads at once  
> **Assign a Practitioner** to multiple leads at once  
> **Export** lead data at once  
> **Close** multiple leads in one go, when leads are taken care of or are no longer relevant.  
> **Open** closed leads in one go  
> **Bin** multiple leads in one go

## Multi-Select In List View:

* * *

Multi-select tick boxes will appear on the far left. Once you’ve selected a lead, a floating multi-select bar will appear at the bottom of the screen. All action mentioned above will be available.

✅ At the top of the column, if you select the tick box (in the column headers row), all leads in the list view will be selected.  
✅ When you unselect one lead after selecting all leads (like said above) the top **"Select All"** checkbox will be deselected since it’s no longer selecting all.

![](https://staticfiles.gleap.io/ghelparticle/J5EY6tk13dH0vv1QTpL6SLFIQmrX6THMrhfqUiOTmCEjmT78RDtIY7AMhhWVOMHSZgI3krJrVvp.png)

## Multi-Select In Pipeline View

* * *

✅ To select leads, hover over the lead card and the tick box will appear in the top right.  
✅ Once you select one lead, a section at the top will appear, allowing you to **"Select All"**.  
If you **select all**, it will select all leads regardless of how many are currently loaded.

![](https://staticfiles.gleap.io/ghelparticle/PAp0jXhKFbqpq7QGE6lRyAdSqygmQBDgRbqNIZGljD6vLWsZiv5Tgv1z1t1FUjuZXMZiUtNYhqX.png)

✅ Your multi-select options bar will appear at the bottom of the screen once you’ve selected a lead.

![](https://staticfiles.gleap.io/ghelparticle/f8t64tkfUOyGTsqhpE49VQZAuK7aIHpizheqzpry21Bm3GAqnvEHXxdLKccfhd8ET9zOEh81Fca.png)

## How to Use Multi-Select Actions

* * *

> **Info:** You can't use Multi Select in "**Things to do**".

✅ Select your leads.  
✅ **Choose an action to take.**

### When You Select "Move"

Your Move options will open up on the right side  
Two options will appear:

-   **Move leads to a stage in this box &**
    
-   **Move leads to a different box**
    

![](https://staticfiles.gleap.io/ghelparticle/VT7AavDodTvUn2SlbzANKSnujo5NlgYNA0YxDdOLH1o61SdciCxprmmOYSsle9CZ2lLqInEtn5N.png)

**Move leads to a stage in this box** – Once you click **“Next”,** you’ll be able to choose between the available stages for Box you’re currently in.

![](https://staticfiles.gleap.io/ghelparticle/eVNpSuC926W1aYakzSvFu7qodkyXdmFle9bhLTgSGyWaNVC15q0nG94GxQChFUefmONcCrNpLIA.png)

If you choose - **Move leads to a different box,**  
Click **“Next”,** then you’ll need to select the new box to move your leads to

![](https://staticfiles.gleap.io/ghelparticle/x3Vd0yiFDjrk5z3ybZHNE8KaL1NNXYw0BCGT2NI8U4n6ANQec9YlW6detIxVepDYDsKRTmezXmm.png)

Then choose a stage within that box.

![](https://staticfiles.gleap.io/ghelparticle/RfsWz45l9R6K4UGXo4KMS8y9yr81SpiOfEGOvegr5mWpuouzinWbo91o1gQNZsZRWX6JksALWbo.png)

> When you move leads using the multi-select tool, a pop-up message will appear immediately after you hit **“Submit”** informing you that your leads will be moved**.**

![](https://staticfiles.gleap.io/ghelparticle/tsZRvfZ4RvtMSIsjGtSDIGdQFIwqUTFOl0HkDAkG3mkRG7aeiXBhop4dn57UqtZhiV7D1WUq6m7.png)

> **Success:** Another pop-up will appear when you take an action like moving leads in Boxly. **Hit the Refresh button** to get the most recent lead activity after taking an action like above.

### When You Select "Assign"

Your **Assign** options will open up on the right side and will show all available team members/users.  
✅ Leads can only be assigned to one team member at a time.

![](https://staticfiles.gleap.io/ghelparticle/qRKVfvQiUDQkm8yyQnSOABAyxDYGFFYcy8u9jFVkdqM49Q9qu09rVyRjORMesuc8E1LkgRKNSCn.png)

### When You Select "Label"

Your **Label** options will open up on the right side  
You can select (or deselect) multiple labels and then click **"Label"** to apply them to your selected leads.

✅ If you switch tabs (e.g., from Labels to Other), selections in previous tabs will persist.

![](https://staticfiles.gleap.io/ghelparticle/Si5SHv4s60UWOpN6ZpiDld1YHz9BEQQfvYnkPK9s2e7bKdQIzBEtZr1JRVPmV8ybkkSMoQfOQlI.png)

### When You Select "Location"

The Location option in Multi-Select, this is a **single-select field** \- you can only choose one location.

✅ Once you select a location, click “**Add Location”.**

![](https://staticfiles.gleap.io/ghelparticle/f8z9HYvIYovnOAN4gpLDcnEKKsrKyH5Xr8lAPoUWmF07yDIk81oEPGSzYdSYBxgoZAL0YzF0uYC.png)

> **Things to remember for the Label Action (+ Location)**
> 
> The **“Label”** action has tabs: Treatments, Other, & Location.  
> You can select **multiple** labels to apply to Treatments & Other labels and switching between tabs will not clear the selections already made.
> 
> **Location tab** supports only one selection (single-select), but all other tabs allow multiple.

### When You Select "Close"

This will close all selected leads after confirming the action.

![](https://staticfiles.gleap.io/ghelparticle/2PQstNt3nsErZd9BONgqABFqHaDtLPonpTl3Pr0OGth7shZ2PepUfksVH7Ys1qGnvUeywaPCt60.png)

### When You Select "Bin"

Clicking the bin icon displays the number of leads to be binned. Click okay to bin the selected leads. Once confirmed, they will be moved to the bin.

![](https://staticfiles.gleap.io/ghelparticle/M3cmjcHl8jz8eFwWcd7kb6M4fr6aI7YY8FRHq6MrTUcvuqyXR4sebHy4qd6401stwQg2FjZqXpQ.png)

### When You Select "Export"

This will export all selected leads after confirming the action.

![](https://staticfiles.gleap.io/ghelparticle/XO1KFvOPtzeDWDXhNiQ36r7DFKhaXvpIwSBitIU7qR2rtzrlbyrAObV99yyq4f8WC7HpX0yXN0n.png)

Toggle between Pipeline view and List view based on how much detail you need for your workflow. Whether organising leads by treatment type or tracking their progress, the multi-select option makes Boxly even more efficient for lead management.

## Live Message Visibility feature (The “Snitch” Feature)

* * *

Designed to keep your team in sync and avoid overlap

1.  **See Who’s in the Lead 👀**  
    When a teammate is viewing the same lead as you, their initials will appear at the top of the lead view (between **View Contact** and the **Close** buttons).
    

![](https://staticfiles.gleap.io/ghelparticle/F6KQDeYq2OWMwTy1DXpHMUQ5Hyk7dFGXJzsgiAlL7UlRbrdS68lJ6CBp4bPZLUOZ2tUqumRRmYo.png)

> **Info:** If more than one person is in the lead, a plus sign will appear.

2.  **Know When Someone’s Typing 💬**  
    If another team member is writing a reply or a note, you’ll see a “\[Name\] is typing…” message with animated dots, just like in chat apps.
    

![](https://staticfiles.gleap.io/ghelparticle/PWbNKRMMb5SquHz5qAoql8u9BJRn1qyNmYoyvfIsoAd1lRMWr7837wzBLFXvZ67zDmouJW7TOT4.png)

> **Info:** This helps prevent duplicate replies.

3.  **Get Real-Time Update Alerts 🔄**  
    Get **Toast Notifications** when Actions are taken - If any changes are made, like updating details, moving leads, or taking action, then a **Toast Notification** will appear like below.
    

Hit the Refresh button to get the most recent lead activity.

![](https://staticfiles.gleap.io/ghelparticle/aB5iqKeLJD7XX7Q6vNaZpuHivJWYHogbQVrHJreXvJYfnN3iXx6W1JuC66iQlGL86mC73YcTVvW.png)

Actions won’t interrupt your work. If you’re in a lead, **it won’t move or change** underneath you, even if someone else tries. This applies to all **Multi-select actions**.

> **Info:** You’ll know something’s changed before making updates of your own.

## Activity log

* * *

To view all activity taken in your business, head over to your **account** settings and find the [**Activity Log**](https://app.boxly.ai/settings/account-settings/activity-log). All multi-select actions taken across your Boxly account will appear here under the Multi-select tab.

**Your activity log will show:**

-   **Action:** What **action** was taken
    
-   **Created on: When** the action was taken
    
-   **Status:** displays whether or not the action was completed
    
-   **By:** Which **team member** took action
    

![](https://staticfiles.gleap.io/ghelparticle/mbs5vBm7wx7lhFQhxr85av0aLSn9YDGL9BpEfuqxF5ZODUTIQptnmwznVfKgz0El5Fn3zg883pj.png)

### Created On Column

When you hover over an item in the **“Created on”** column, the timestamp will appear for that action showing you the **exact time and date** when the action was performed via Multi-select.

![](https://staticfiles.gleap.io/ghelparticle/eq3dTZtHfxmg9BPeaSKYdsTdIu4DNdI6smpP0NuLg1yxgJBzkPtnOMSyjeBUzW2VZix3GarJ5e3.png)

### Automation Progress Column

You also have an **“Automation Progress”** column, this column shows you the **percentage** at which your automation is complete.

![](https://staticfiles.gleap.io/ghelparticle/PcSqYfhQmWTKJVMltPw5OUJVPzwUOKv2Hci9bzMRPDyGo5Ug9K5hG3kRtWVZin7RMZfpIVnjjqa.png)

## Lead History

* * *

The history tab will display all actions taken on a lead, including **Multi-select** actions you’ve taken on the lead you’re in. Multi-select actions are listed at **“Bulk Action”.**

![](https://staticfiles.gleap.io/ghelparticle/xTZsvOO1u2DTneq8ClBLnw8JapvbqITh58CM71nM6KoJEUJnYKAKjthnqZhBFlKckUtOVrZCzxc.png)

* * *

**Boxly is here to help you work smarter, not harder**. Let’s keep streamlining your lead management together!

Contact us at [support@boxly.ai](support@boxly.ai) if you need any assistance!