Contents
Performing Bulk Actions
- Go to Contacts.
- Select the contacts that you wish to perform the bulk action on.
- Select your bulk action from the bulk actions icons above the contact list.
- Enter an Action Name for reporting and tracking puposes.
- Follow the prompts for each individual action. You can expect the process to be the similar to actions performed individually.
- To monitor the progress of a bulk action, navigate to Contacts > Bulk Actions, then click on the three dots next to the action. This will display the status, and you can also pause the action if needed.
List Of Available Bulk Actions
Hover over the icons to view the name of each action.
- Add Contact – Not techncially a Bulk action, but handy in this view.
- Pipeline Change.
- Add to Automation.
- Send SMS.
- Send Email.
- Add Tag.
- Remove Tag.
- Delete Contacts.
- Send Review Request.
- Export Contacts.
- Import Contacts.
- Email Verification.
- Add/Edit to Company.
- Merge up to 10 Contacts.
Note: Not all actions will show as available if they are switched off in settings – eg. Email Verification.
