Bulk Actions - Add A Tag To Multiple Contacts
This article explains how to add tags to individual or multiple contacts in your CRM using the "Add tag button," including steps on selecting tags and tracking the action in reports.
Bulk Actions - Add Contact
This article explains how to manually add new contacts to your CRM, detailing each step from entering personal details to setting communication preferences, ensuring all customer contacts stay organized.
Bulk Actions - Add Multiple Contacts To A Campaign / Workflow
This article explains how to add contacts to marketing campaigns or workflows quickly using the "Add to Campaigns/Workflows" button, with options for immediate, scheduled, or drip mode additions.
Bulk Actions - Add/Update Opportunities For Multiple Contacts
This article guides you on how to move contacts to different pipelines in your CRM and update opportunity details such as pipeline stage, source, and estimated value, using a simple manual process.
Bulk Actions - Delete Multiple Contacts
This article explains how to delete one or multiple contacts using the delete button in your CRM, and how to recover them from the "Restore" section if needed.
Bulk Actions - Export Multiple Contacts
This article guides you through exporting contacts from your CRM or marketing campaign to a CSV file, including details on each column's data and acceptable formats.
Bulk Actions - Import Multiple Contacts
This article details how to import contacts into your CRM using the 'Upload Contacts' feature, covering the process of preparing, uploading, mapping, and finalizing the data to ensure efficient contact management.
Bulk Actions - Merge Multiple Contacts
This article describes how to use the 'merge contacts' feature in your CRM to combine multiple contact records into one, ensuring comprehensive and centralized data management.
Bulk Actions - Overview
This article outlines how to manage and monitor bulk actions within your CRM, including detailed steps on filtering, viewing details, and understanding the statistics of bulk operations like email, SMS, and workflow additions.
Bulk Actions - Remove A Tag From Multiple Contacts
This article outlines how to remove tags from selected contacts in your system using the "remove tag" button, complete with step-by-step instructions and details on tracking the action.
Bulk Actions - Send A One-Off SMS To Multiple Contacts
This article explains how to use the Send SMS bulk action to message multiple contacts at once, schedule messages, and personalize them with custom fields and emojis.
Bulk Actions - Send Email
This article explains how to use the send email button to quickly dispatch messages to a single contact or multiple contacts, with options for personalization, scheduling, and drip mode to enhance communication efficiency.
Bulk Actions - Send Review Requests To Multiple Contacts
This article explains how to send review requests to your clients using the 'Send Review Requests' button, with options for immediate, scheduled, or drip mode sending for personalized outreach.
Bulk Actions - Send SMS
This article guides you through using the Send SMS feature to message contacts individually or in bulk, with options for personalizing messages, scheduling, and sending in batches for effective communication management.
Bulk Actions - Smart List Quick Action Buttons
This article provides an overview of quick action buttons on your contact list, detailing how each function helps streamline contact management tasks like adding, modifying, and organizing contact information.