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Updated October 23, 2026

DealerX bulk actions and export

Overview

On DealerX → Leads you can act on many leads at once: send a Targeted text or a Marketing email to the ones you tick, move them to another sales stage with Update sales stage, or download the whole filtered list as a CSV with Export. Progress and downloads are on DealerX → Exports and sends.

Steps

Send a targeted text or marketing email

  1. On Leads, filter the list and tick the leads you want (or Select all on page).
  2. Click Targeted texts or Marketing emails.
  3. For an email, type the Subject. Type the Message; you can use the placeholders {FirstName}, {LastName}, {Vehicle}, {Dealership} and {Rep}.
  4. Click Send to (the number of leads).

The messages go out in the background. Each one appears on that lead's Communications timeline, from the dealership's SMS number or email, like a message a rep writes. Customers who opted out, have no mobile phone or email address, or whose dealership has no SMS number or email are skipped.

Update the sales stage of several leads

  1. Tick the leads and click Update sales stage.
  2. Pick the Sales stage, type the Note (required when your dealership requires notes) and, for Lost, the Lost reason.
  3. Click Update. Each lead gets its own stage history entry with the note. Leads already in that stage are left as they are.

Export to CSV

  1. Set the filters on Leads.
  2. Click Export. You go to Exports and sends, where the export appears and turns Done within seconds.
  3. Click Download.

The CSV has the number, created date, contact, phone, email, dealership, source, e-lead, sales stage, temperature, status, assigned rep, vehicle and last activity of every lead matching the filter (all pages).

Follow progress

DealerX → Exports and sends lists your exports and your texts and emails, with Sent, Skipped and Failed counts. The page refreshes itself while something is still running. If the server restarts during an export or a send, the row turns Failed with "Interrupted" after about 15 minutes; start the export again, or send again to the leads that did not get the message.

Tips

  • A text sent this way counts as a rep message, so it pauses the AI sales assistant on that lead. Click Resume assistant on the lead to hand the customer back.
  • Keep texts short: a text over 160 characters is sent as several messages.
  • Times in the CSV are in your dealership's time zone. The file opens directly in Excel.
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