Select one or more rows in the Companies or People grid and the Action Bar slides in at the bottom of the screen. It shows how many records are selected and eight actions you can run on all of them at once.
Selecting records
Tick the checkbox on each row you want, or tick the header checkbox to select the visible set.
Change filters or switch Smartviews if you need to. Your selection is sticky, so records you ticked stay selected while you narrow or widen the list.
Click Ć on the Action Bar to clear the selection.
The actions
Assign
Set the owner for every selected record in one go. Use it after an import, when a rep leaves, or to hand a territory to someone new.
Merge
Combine duplicate records into one. Select the duplicates, click Merge, and confirm. See "Merge duplicates, archive and restore" for details.
Commands
Tell K3X what to do with the selection in plain English, the same way you would in the Command Center: "set Region to Southeast", "add a note that they attended the webinar", "move their deals to Demo Booked". The command runs against the selected records only and spends AI credits from your pool.
Agents
Run an existing agent on the selected records. Pick the agent from the list; each record is enrolled and the agent starts working it. This is how you launch a follow-up sequence on a list you have filtered.
Open the email composer for the selection. Requires a connected Gmail or Microsoft 365 mailbox in Settings ā Connected Apps. Templates, snippets and scheduling are available in the composer.
Call
Start calling the selected people one after another with the built-in dialer. A live-call banner stays pinned at the top while you work, and each call is logged to the record's timeline when you hang up. Calling spends credits from your pool.
SMS
Open the SMS composer for the selection. Requires a K3X phone number with approved A2P 10DLC registration (or toll-free verification). Texting spends credits from your pool.
Archive
Remove the selected records from your working views without deleting them. Archived records can be restored later.
Tips
Build the list first, act second. Filter to the exact set, select, then run one action.
Combine actions: Assign to a rep, then Agents to enroll the same selection in that rep's follow-up agent.
Large selections are fine for Assign, Archive and Agents. For Email and SMS, keep an eye on your sending limits and your credit balance.
Related
Views, filters, columns and Smartviews
Merge duplicates, archive and restore
Companies and People: how K3X organizes your CRM