> For the complete documentation index, see [llms.txt](https://squarebox-ai.gitbook.io/squarebox/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/bulk-actions.md).

# Bulk Actions

## **Features of Bulk Actions**

### **1. Add/Create Segment**

* Group selected customers into a new or existing segment for targeted campaigns.

<figure><img src="/files/M6wfj3YmiQgOuqJY9Xbf" alt=""><figcaption><p><em>GIF demonstrating adding customers to a segment</em></p></figcaption></figure>

### **2. Update Lead State**

* Change the lead state for all selected customers (e.g., mark as “Follow-Up Scheduled”).

<figure><img src="/files/oGFQXvcjgtcZI3BkGz7L" alt=""><figcaption><p><em>GIF showing lead states being updated in bulk</em></p></figcaption></figure>

### **3. Add Tags**

* Assign one or more tags to the selected customers for better segmentation.

<figure><img src="/files/5ITZjTKYMyeotBNR1nSk" alt=""><figcaption><p><em>GIF showcasing tags being added to multiple customers</em></p></figcaption></figure>

### **4. Delete**

* Remove selected customers from the database. Confirm the action in the popup to prevent accidental deletion.

<figure><img src="/files/Vl8xzDi2WqGS8exFr3r0" alt=""><figcaption><p><em>GIF showing the delete confirmation process</em></p></figcaption></figure>