> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uservox.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Bulk Lead Operations
> Delete, close-lost, reset, or reschedule many leads at once by identifying them via CSV upload.
## Overview
Bulk Lead Operations lets you act on many leads at once — for example resetting a batch back to the start of a process, or closing out a list as lost — instead of updating leads one at a time. Leads are identified by uploading a CSV, then matched, reviewed, and executed in a 3-step wizard.
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## Step 1: Open Bulk Operations
From the **Leads** page, click **More → Do Bulk Operation**.
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## Step 2: Identify Leads
Upload a CSV or Excel file (up to 10MB) containing an identifier column — **Phone**, **Ref ID**, or **Lead ID** — for each lead you want to act on.
Click **Analyze & Upload** to move to the next step.
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## Step 3: Match & Verify
Uservox matches each row in your file against existing leads and shows the match results before anything changes. Review this list carefully — rows that don't match an existing lead (wrong phone format, typo in a Ref ID) won't be included in the operation.
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## Step 4: Execute
Choose the operation to run against the matched leads and confirm. This is the step that actually changes lead data, so double-check the matched count and the operation you've selected before confirming.
Bulk operations act on every matched lead at once and can't be undone from within the wizard. Review the Match & Verify results carefully before executing, especially for destructive operations like delete or close-lost.
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## Frequently Asked Questions
They're excluded from the operation. Only rows that successfully match an existing lead (by Phone, Ref ID, or Lead ID) proceed to Execute.
Yes — matching is by lead identifier, not by process, so a single upload can include leads from different processes.