Properties & bulk actions - Caplia Docs

Custom properties

Properties are team-defined, single-select fields on every deal: Cohort, Award Category, Programme, anything. They’re set on the company page or in bulk, filterable everywhere (lists, dashboards, widgets), and organisations can limit which offices see each property.

Properties are how cohorts work on Caplia: a Cohort property with options like Q3 2026 gives you cohort filters, cohort dashboards, and cohort-wide chat channels for free.

Bulk actions

Select rows in any list (or select all) and the action bar appears:

Action	What it does
Assign to	Set the deal owner across the selection
Assign to office	(Organisations) move deals into an office’s lens
Set property	Apply one property value, e.g. tag 30 deals `Cohort = Q3`
Add to directory	Add the selected companies to one of your public directories
Re-score theses	Re-run thesis scoring across the selection
Delete	Remove from this pipeline (companies themselves are untouched)

Set property and Add to directory are enabled per team by Caplia: ask your account manager if you don’t see them. Once enabled, every team member can use them.