Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to send contacts a one-off SMS using the bulk action feature: NOTE: You must have an outbound phone number in order to use this feature. Check out our other articles/tutorials if you need […]
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Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do a pipeline change to add or update opportunity statuses, using the bulk action feature: Step 1: Choose Your Contacts Navigate to your contacts. Check the box to select contact records.
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Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to send contacts a one-off email using the bulk action feature: Step 1: Choose Your Contacts Navigate to your contacts. Check the box to select contact records. You can also check the
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Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to export contacts using the bulk action feature: Step 1: Choose Your Contacts Navigate to your contacts. Check the box to select contact records. You can also check the box at the
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Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to add or remove tags using the bulk action feature: Step 1: Choose Your Contacts Navigate to your contacts. Check the box to select contact records. You can also check the box
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Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to delete contacts using the bulk action feature: Step 1: Choose Your Contacts Navigate to your contacts. Check the box to select contact records. You can also check the box at the
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There are three parts to every Contact record. If you click into a contact record, you can view their full profile/card. This will give you a great overview of their pertinent contact information, communication you’ve had with them, basically a quick snapshot of their history in your system. Section 1: Contact Information This section gives
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Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to merge duplicate contacts using the bulk action feature: Step 1: Choose Your Contacts Navigate to your contacts. Check the box to select contact records. (You can choose 2-10 contacts for this
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In this tutorial, we’ll provide a review of the Conversations section of your menu. Read on to learn how to navigate through this section. Step 1: Accessing Your Messages. Click into your Conversations inbox. In the first column on the left, you’ll see a list of your messages. You can navigate between unread, recent, and
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Within the Contact section of your system, you may delete contacts from time to time for various reasons. Perhaps the information is outdated, they’re no longer a customer, the lead went ‘cold’, etc. You may accidentally delete someone you didn’t mean to delete, and you can restore that deleted contact back into the system. Here’s
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