Bulk Actions

Quick action buttons within your contact list are designed to help you manage and execute tasks efficiently, whether you're dealing with a single contact or multiple contacts at once. Each button serves a specific purpose, ensuring that your contact management is seamless and that your database remains well-organized and current. Below is a summary of the quick action buttons. Detailed guides on each action and its usage will follow. Add Contact With just one click on the '+' button at the top left of the contacts page, you can manually add any new contact information.  Change Pipeline Stage Quickly update the Pipeline stage of a contact without leaving the Smart List view.   Add to Campaign/Workflow Effortlessly add selected contacts to Campaigns or Workflows using this quick action button, saving you significant time.  Send SMS Customize and send text messages to specific groups or individual contacts without manually inputting their details.  Send Email The send email button allows you to send an email to one or multiple contacts quickly.  Add/Remove Tag Easily add or remove tags from your contacts with a single click.  Delete Contact Select and delete contacts quickly to streamline your contact list when necessary.  Send Review Request Select the contact(s) and click the 'Send Review Requests' button to prompt client reviews.  Export/Import Contacts Use the Import or Export contacts button to manage contact data with ease, whether you're handling a single contact or an entire group.  Merge Contacts If you find duplicate contacts for the same person, use the 'merge contacts' button to consolidate them into a single, complete record. 

Communicating with clients via WhatsApp offers real-time interaction, low response times, and high visibility. WhatsApp serves as a blend of SMS texting and Facebook Messenger, making it an efficient tool for direct communication. A key feature of WhatsApp is the ability to send bulk messages to contacts within the system, similar to sending an SMS. To initiate this process, navigate to the Smartlists tab under the Contacts section. Here, you can select the contacts you wish to message—either individually or by selecting all contacts at once. Once you have selected your contacts, click the WhatsApp icon to access the message configuration settings. In the message settings, choose the template you'd like to use, name the action for tracking purposes, and then click Confirm to begin sending your messages. The system will distribute your WhatsApp messages in batches to the selected contacts, continuing this process until all contacts have received the message. You can track the progress of your bulk messaging by visiting the Bulk Actions tab and selecting the action name for detailed information. That’s it! You're now ready to start sending bulk WhatsApp messages. For more details on setting up message templates, refer to our article on “Using WhatsApp Media Templates.” ? Note: Keep in mind that WhatsApp messages can only be sent within a 24-hour window after a contact has interacted with you. Additionally, ensure that your WhatsApp number does not exceed Meta's messaging limits when performing a bulk messaging action.

The "Send Email" feature allows you to efficiently dispatch an email to either one or multiple contacts simultaneously. To use this function, simply choose the contacts you wish to include and proceed to the following steps. With just a few clicks, your message will be sent seamlessly, allowing you to take advantage of bulk sending. This ensures that each recipient on your list receives a tailored communication with minimal effort. Composing Your Email Begin by selecting the email template you intend to use. Enter the sender's name in the "From Name" field and the sender's email address in the "From Email" field. Remember, one of the key components is the email subject line! If you prefer to create a unique email rather than using a pre-made template, you have the flexibility to do so here. Customize the design with different fonts, colors, and sizes to craft a message that will resonate with your audience. Sending Immediately Activating the "Send all at Once" feature lets you include all your selected contacts in a single campaign. This handy option simplifies the process, ensuring your message reaches your audience promptly and effectively. Scheduling Emails By enabling the "Send all at a scheduled time" option, you can schedule emails to be sent at a specific date and time to all your chosen contacts. This feature offers precision and convenience, ensuring your messages are delivered when they will have the greatest impact. Start On Set the precise date and time when you want the email to be sent to your contacts. This level of customization helps optimize your communication efforts by ensuring your message reaches its target audience at the most opportune moment. Utilizing Drip Mode For larger contact lists, it’s advisable to use the "Drip Mode." This mode allows you to send emails in batches based on your configured settings. Batch Quantity Here, specify the number of contacts that will receive the message per batch. Repeat After Set the interval at which the action will repeat, whether it's in seconds, minutes, hours, or days. Send On Choose the days of the week when you want the batches to be sent. Time Frame (Optional) Define the start and end times for the batch sending process. Action Naming Give a distinctive name to your action, which will be visible in your tracking reports.

The "Send SMS" feature enables you to reach out to either a single contact or multiple contacts simultaneously. Start by selecting the desired contact(s) and clicking the "Send SMS" button. This action will take you to the sending page, where your selected recipients are already identified. This functionality allows you to easily craft and send messages to specific groups or individuals, eliminating the need to manually input contact information one by one. Craft Your SMS Message Once you've selected your contacts and clicked the "Send SMS" button, it's time to draft your message. You can start from scratch or use a pre-saved template. To add a personal touch, consider incorporating custom fields like the recipient's first name, email address, or phone number, which can be inserted with just a click. Additionally, you can enhance your message with attachments and emojis for extra impact. Send Immediately to All By enabling the "Send all at Once" option, you can instantly add all your selected contacts to your campaign. This feature allows for efficient execution of your marketing strategy, ensuring prompt communication with your audience. Schedule Messages for Later With the "Send all at a scheduled time" option, you can arrange for your message to be delivered to the selected contacts at a specific date and time. This feature offers precision in your communication efforts, ensuring your messages reach recipients at the optimal moment. Set a Start Time Choose the exact date and time you want your message to be sent. This customization ensures your message is delivered when it is most likely to be effective. Drip Mode Settings Batch Quantity: Input the number of contacts you want to include in each message batch. Repeat Interval: Set a time interval, ranging from seconds to days, to repeat the action. Schedule Days: Choose the specific days of the week you want to send the batches. Processing Timeframe (Optional): Select the time period during which the process will begin and end. Action Label: Assign a name to this action, which will be displayed in your tracking report.

The bulk SMS feature allows you to send a single message to several contacts simultaneously. To start, select the contacts you wish to reach and click the "Send SMS" button. After choosing your contacts and clicking the "Send SMS" button, you're ready to craft your message. Crafting Your Message: You can either write your message from scratch or use a pre-saved template. If you want to add a personal touch, consider using custom fields to insert details like the recipient's first name, email address, or phone number directly into the text. Additionally, you can enhance your message with attachments and emojis to make it more engaging. Immediate Send Option: When your message is ready, enable the "Send all at Once" option. This allows you to instantly send your SMS to all the selected contacts, making it an efficient way to execute your marketing campaigns without delay. Scheduled Sending Option: If you prefer to send your message at a later time, you can activate the "Send all at a scheduled time" option. This feature lets you choose a specific date and time for your SMS to be delivered, ensuring your message reaches your audience at the optimal moment. Setting the Delivery Schedule: Choose the exact date and time when you'd like your message to be sent. This customization ensures your communication is timed perfectly to reach your contacts at the most effective moment. Drip Mode Sending: For more controlled delivery, you can use the drip mode feature. Here’s how it works: Batch Quantity: Enter the number of contacts you want to send messages to in each batch. Repeat Interval: Set the interval between batches, which can range from seconds to days. Select Days: Choose the specific days of the week for sending the batches. Processing Hours (Optional): Specify the start and end times for when the messages should be sent. This guide should help you efficiently manage and send SMS messages to multiple contacts, allowing for flexible and targeted communication.

Looking to gather feedback on your products or services from your clients? You can quickly select the desired contacts and click the "Send Review Requests" button to initiate the review collection process. This allows you to efficiently reach out to a large group of clients with minimal effort. Furthermore, after selecting your contacts, you can customize the review request format within the "Reputation" section of your CRM for a more personalized approach. Initiating a Review Request Start by selecting the contacts you want to include in your bulk review request. After making your selection, you can choose to send the requests via email or SMS, depending on your communication preference. This method allows you to gather valuable client feedback efficiently, streamlining the review request process for multiple contacts at once. Sending Requests to All Contacts Simultaneously Utilize the "Add All at Once" feature to send review requests to all selected contacts in one go. This approach saves time and ensures that every contact promptly receives the request, allowing you to gather feedback quickly and effectively. Scheduling Review Requests The "Add All at a Scheduled Time" feature allows you to plan the distribution of review requests at a specific date and time. This enables you to organize your outreach efforts in advance, ensuring timely communication with your clients and facilitating the collection of their feedback. Selecting a Start Date and Time Choose the exact date and time when you want to send your review requests. This ensures your outreach is organized and aligned with your preferred schedule, leading to a more efficient and well-timed feedback-gathering process. Using Drip Mode for Large Contact Lists For extensive contact lists, the "Send in Drip Mode" option is recommended. This feature allows you to send requests in smaller batches instead of all at once, making the process more manageable. Setting Batch Quantity Specify the number of contacts to include in each batch. This helps control the flow of requests and ensures that your outreach remains steady and organized. Repeating the Process You can set a repeat interval, allowing the action to be performed again after a certain period, ranging from seconds to days. Scheduling Batches Choose the specific days of the week you want to send each batch of requests. Defining Time Intervals (Optional) You can also select a specific time range within the day for the process to start and end. Naming Your Action Give your action a recognizable name that will appear in the tracking report. This makes it easier to locate and review the specific action in the reports later.

If you find yourself with multiple entries for the same individual, you can streamline your contact list by using the ‘Merge Contacts’ feature. This tool allows you to consolidate duplicate entries into a single, comprehensive contact record. Begin by selecting the contacts you wish to merge from your list, then click on the Merge Contact button. and During the merge process, you’ll have the opportunity to choose which information should be preserved in the final combined record. This ensures that all essential details are retained and consolidated into one location. This powerful feature simplifies your contact management, eliminating the need to navigate between multiple entries with similar data, making it easier and quicker to manage your customer relationships. Note that you must select at least two contacts for the Merge button to become accessible. Merging Contacts: Choosing a Master Record When merging contacts, you can designate one of them as the Master Record. This can be done directly within the merge interface by selecting the contact you want to serve as the primary record. If you wish to apply all the information from this selected contact, simply click the "Select All" option at the top of the Master Record Card. Be aware that once you click "Confirm and resolve," the merge action cannot be undone. Selecting Information to Merge This process allows you to compile relevant data from multiple contacts and merge it into a unified entry under the chosen Master Record. This consolidation streamlines contact management by reducing redundant entries and creating a single, easily accessible record. Select All Option For convenience, you can use the "Select All" button to quickly choose all available information related to a specific contact. This feature ensures that no critical details are missed during the merge process, making it easier to compile comprehensive contact data. Viewing Fields with Different Values The "Show Fields With Different Values" option enables you to quickly identify and compare fields that contain varying information across the contacts you're merging. This feature helps in spotting discrepancies or unique data points, allowing for more accurate record-keeping. Viewing All Fields If you prefer to review all available fields, regardless of their content, you can do so by clicking on the "Show All Fields" button. This option provides a complete overview of all data for each contact, ensuring that you have full visibility of all information before finalizing the merge.

Sometimes, you may need to delete tags from either a single contact or a group of contacts. Here's how you can do it efficiently: Select Your Contacts Begin by choosing the contacts you want to edit. Access the "Remove Tag" Feature On the Bulk Actions panel, find and click on the "Remove Tag" button. This function enables you to swiftly delete tags from one or more contacts with a simple click. Action Name In the Action text box, input a name or brief phrase that describes this removal action. This description will appear in your tracking report, helping you keep track of the changes made. Remove All Tags To delete all tags from the selected contacts, choose the option to "Remove All Tags." This will clear every tag currently associated with the chosen contacts, which is helpful for eliminating outdated or unnecessary tags in bulk. Removing Specific Tags If you want to remove specific tags, select them from the available list. Note that only tags already associated with the selected contacts will be displayed. To remove a tag, simply click the "x" icon next to it. Finalizing the Removal After choosing the tags you wish to remove, click the "Remove Tags" button. You can monitor the progress of this task in the Bulk Actions tab. Restoring Tags If tags are mistakenly removed, you can restore them easily. Navigate to the Bulk Actions section, find the relevant action, and click the restore button found within the three-dot dropdown menu. This process helps ensure that your contact tags remain relevant and up-to-date with minimal effort.

When you need to transfer specific contacts from your CRM or marketing campaign, the process is straightforward and efficient. Start by selecting the contacts you wish to export and then click the "export" button. This action will generate a CSV file, which will be automatically downloaded to your device. The download may take a moment, but once complete, you’ll have all the contact data at your fingertips, eliminating the need for manual data entry. This streamlined export process not only simplifies your workflow but also frees up valuable time for other tasks. Exported Contact Data The exported CSV file will include several columns with details about each contact, such as the contact's ID, first and last names, business name, phone number, email address, creation date, last activity date, and any associated tags. Contact ID Every contact is assigned a unique identifier called a Contact ID. This ID allows you to quickly locate and manage individual contacts within your CRM. First and Last Name The first and last names are used to designate an owner for each contact, including the 'User' associated with the contact. The format can be either "FirstName LastName" (e.g., Logan Paul) or "LastName FirstName" (e.g., Paul Logan). It's important to note that both first and last names are required for successful recognition during the upload process. Business Name The business name column reflects the name of the business associated with the contact. This is particularly helpful for identifying contacts linked to specific businesses. Phone Number In most cases, phone numbers formatted in the E.164 standard (e.g., +1 1234567890) are recognized as valid, regardless of the default country setting at the sub-account level. If the country is set to the US, the following formats are also acceptable: 123-456-7890 (123) 456-7890 1234567890 Email Address This column displays the contact's email address. While the system defaults to using the email address as the unique identifier, you can choose other fields for de-duplication during bulk CSV uploads. Date and Time Created This column records when each contact was added to your CRM. Accepted formats include: mm/dd/yyyy (e.g., 10/28/2020) yyyy/mm/dd (e.g., 2020/10/28) Min , AM/PM, Timezone Additionally, you can use '/' , '-' , or '.' as separators, and the system will correctly recognize the date field. Last Activity Log The Last Activity column provides the date and time of the most recent update to the contact's record, giving insight into the latest interactions or changes. Tags Tags associated with each contact will appear in this column. Tags help categorize and manage contacts efficiently. Accepted formats for tags include: Value 1, Value 2, Value 3 (e.g., Blue, Yellow, Green) You can also use ' ; ' or ' . ' as separators instead of ' , ' and the system will recognize the fields correctly. Tags can be formatted in various ways, including lowercase, UPPERCASE, ProperCase, and with spaces. The system will adjust and map pre-existing tags as needed, ensuring consistency. This comprehensive export process allows you to easily manage and utilize your contact data, saving you time and effort.

If you need to transfer contact details from another CRM or a marketing campaign, our Upload Contacts feature offers a seamless way to do so. With just a click on the "Upload Contacts" button, you can import anything from a single contact to an entire group with ease. In moments, your spreadsheet will be ready, paving the way for a more efficient workflow. Preparing for Contact Import Before you start importing contacts into your CRM, you’ll need to create a spreadsheet. It’s crucial to organize this spreadsheet with clearly defined columns to ensure that all fields match the corresponding fields in your CRM. Column Values Format: Your spreadsheet should include columns like Name, Email, and Phone Number to guarantee proper data entry. During the import process, ensure that every column header aligns with its corresponding field in the CRM to avoid errors or inaccurate data integration. Assigning Contact Ownership To designate an owner for your contacts during the import, include the name of the user in the appropriate format: FirstName LastName (e.g., Logan Paul or logan paul) LastName FirstName (e.g., Paul Logan or paul logan) Note: Both the first and last names are required for the system to recognize the user during the upload. Phone Number Formatting For the majority of cases, phone numbers formatted in E.164 (e.g., +1 1234567890) will be accepted by the system, regardless of the default country set at the sub-account level. If the country is set to the US, other formats like 123-456-7890 or (123) 456-7890 will also work. Email Address By default, the system uses "Email" as the unique identifier, but it allows you to choose other fields for deduplication during the Bulk CSV Upload. Date Formatting Accepted date formats include: mm/dd/yyyy (e.g., 10/28/2020) yyyy/mm/dd (e.g., 2020/10/28) You can also use dashes (-) or periods (.) instead of slashes (/), and the system will recognize the date field. Tagging For tagging, you can use formats like Value 1, Value 2, Value 3 (e.g., Blue, Yellow, Green). The system will recognize tags even if you use ; or . instead of commas. Steps for Importing Contacts The process of importing contacts into your CRM involves three critical steps: Upload, Map, and Details. Start by uploading the contact data file, then map the fields to ensure they align correctly with your CRM’s structure, and finally, review and confirm the details to ensure accuracy. Step 1: Upload Begin by uploading the contacts from your device. Ensure your file is ready by confirming that: The file is in .csv format. It contains only one spreadsheet. The file size is under 50MB (typically, a .csv file with 4 columns and 10,000 records will be about 500KB). It includes a header row where at least one column header corresponds to a field in the system (e.g., First Name, Last Name, Phone Number, Email). You can choose to: Add New Records: For new contacts. Update Existing Records: For updating current contacts. Both: For adding new contacts and updating existing ones. Step 2: Map After selecting the appropriate CSV file, match the columns from your file with the contact fields in our system. Use the preview column to check how well these columns align. The dropdowns allow you to fine-tune which columns should be imported, ensuring a smooth and accurate data integration process. Note: If you have unmatched columns, you must tick the "Don't import data in unmatched columns" box to proceed. Step 3: Details In the final step, you’ll name your import. You can either keep the default name or edit it. You can also choose to create a new contact list by ticking the appropriate box. Advanced Settings In the advanced settings, you can: Add New and Update Existing Contact Records: This allows you to add new contacts while simultaneously updating an existing list. Add New Contact Records: Adds contacts only to a new list. Update Existing Contact Records: Merges new contacts with existing ones. Find Existing Contacts Based on (Primary) To merge or update your contact list, you can opt to bypass existing contacts based on a primary phone number. If you wish to keep the list current, you can also choose not to update any empty fields for existing records. Simply tick the box to continue with your synchronization process. Tags The tagging feature is a powerful tool for organizing and categorizing your contacts. To add tags to your contacts, simply access the tags box where you can either select from existing tags or create new ones. Tags help you manage your contacts more efficiently by allowing you to filter, search, and group them according to your specific needs. Whether you're working with pre-existing tags or creating new ones, this feature ensures that your contact list remains organized and easily navigable. Add to Workflow To enhance your contact management, you can easily add imported contacts to an existing workflow or campaign. By toggling on this option, you can select the desired workflow or campaign, ensuring that your contacts are automatically enrolled in the relevant processes. This allows you to engage with your contacts through automated communications or specific actions tailored to your marketing strategy. By following these steps, you'll ensure that your contact import process is smooth, accurate, and fully integrated into your CRM system. This approach not only saves time but also enhances the effectiveness of your CRM by keeping your contact data organized and up-to-date.

Moving Contacts Between Pipelines If you need to shift one or more contacts to different pipelines within your opportunities section, it’s a straightforward process. Begin by selecting the contacts you wish to move, then click on the funnel icon. This feature allows you to efficiently transfer multiple contacts between pipelines in just one click, helping you maintain an organized and clear overview of your opportunities. Adding or Updating an Opportunity To add or update opportunities for a contact, follow these steps: Select Contacts: Choose the contacts you wish to add or update within the opportunities section. Choose Pipeline: Specify the pipeline where the contact should be placed. This is a required step to ensure proper categorization. Select Stage: Determine the stage within the pipeline where the contact will be positioned. This step is also mandatory. Opportunity Name: Provide a name for the opportunity, which will be displayed on the contact’s card in the opportunities section. Note that the "Opportunity name" differs from the "Contact name." Opportunity Source: Indicate the source from which you obtained the contact. This helps in tracking the origin of your leads. Lead Value: Enter the estimated value of the potential deal. If the deal is successfully closed, this value will be added to your revenue. Stage Selection: Again, choose the stage in the pipeline where the contact belongs. Action Description: Provide a description for the action you are taking. This will be reflected in the tracking report. Save Changes: Click the save button to confirm and apply your updates to the opportunity. This guide ensures that you manage your opportunities effectively, keeping your contacts organized and your sales pipeline clear and efficient.

Are you looking to clean up your contact list, whether it's just one contact or several at once? You can effortlessly select the desired contacts and use the delete button to remove them. This feature is particularly useful when you want to quickly streamline your Contacts list. And don't stress—if you accidentally delete a contact, you can always recover it through the "Restore" feature in your dependable Customer Relationship Manager (CRM). So there's no need to worry! Deleting Contact(s) IMPORTANT: Once you hit "Confirm" for any contact(s), it will also erase associated data such as Conversations, Notes, Opportunities, Tasks, Appointments, and Manual Actions linked to those contacts. Additionally, it will halt any active Campaigns and Workflows for the contact(s).

Adding one or multiple contacts to a marketing campaign or workflow has never been easier. Begin by selecting the contacts you want to include. Next, locate the "Add to Campaigns/Workflows" button, distinguished by a robot icon. A simple tap on this button allows you to quickly incorporate the chosen contacts into your campaign or workflow, saving you valuable time. Important: The actions will be executed gradually, and you can monitor the progress through the bulk actions page. Choosing Your Campaign or Workflow From the dropdown menu, select the workflow or campaign you wish to add your contacts to. After selection, you can choose to add contacts all at once, at a scheduled time, or in drip mode.  Add All Contacts at Once Toggle the "Add All at Once" option to immediately add all selected contacts to your chosen campaign. Schedule Adding Contacts If you prefer, toggle on "Add All at a Scheduled Time" to schedule when the selected contacts should be added to the campaign. You can set the specific date and time for this action. Start On: Select the precise date and time for when the contacts should be added to the campaign. Add Contacts in Drip Mode If you want to add contacts in smaller groups over time, use the "Add in Drip Mode" option. Batch Quantity: Specify the number of contacts to be added per batch. Repeat After: Set the time interval (seconds, minutes, hours, or days) between each batch. Send On: Choose the day(s) of the week when batches should be sent. Process Between Hours (Optional): Define the time window during which the contacts should be processed. Naming the Action Finally, give this action a descriptive name that will appear in the tracking report. Make sure the name is easily identifiable when reviewing your reports later.

To efficiently assign tags to one or more contacts, start by selecting the contacts you wish to update. Once selected, navigate to the Bulk Actions panel and click the "Add Tag" option. This functionality allows you to swiftly apply tags, whether you're updating a single contact or an entire group, all with a single click. Action Description In the Action text box, enter a clear and descriptive name or phrase. This description will be visible in the tracking report and should concisely reflect the nature or purpose of the action, whether it's a brief term or a detailed expression. Adding a Contact Tag Click the tags field to open a drop-down menu of available tags. From this menu, choose the tags you wish to apply. Tags that have already been applied to the selected contacts will not appear in this list. Finally, press the “Add Tags” button to initiate the bulk action. You can track its progress under the Bulk Actions tab.

Why Email Verification is Essential Before getting into the process, it's important to understand why email verification is crucial: Cost-Effectiveness: Ensuring that your email list is accurate prevents wasting resources on non-existent addresses. Enhanced Deliverability: A refined email list leads to better chances of your emails reaching the intended inbox. Improved Sender Reputation: A good sender reputation helps in keeping your emails out of spam folders. Step-by-Step Bulk Email Verification Process Executing Email Verification 1. Access the Smart Lists Section: Go to the smart lists area within your sub account. Select the contacts you intend to verify. 2. Initiate Verification: Click on the "Email Verification" bulk action button. 3. Name Your Verification Batch: Assign a name to your batch (e.g., "Test 1") and confirm by clicking "Confirm". Understanding the Email Verification Process Primary Emails Only: The system only verifies primary email addresses. Time Consideration: Verifying large lists takes time, so patience is necessary. Reviewing and Analyzing Verification Results 1. Check Verification Batches: Go to the "Bulk Actions" section to see your verification batches. The status will show as "Complete," "Pending," or "In Progress". 2. View Detailed Statistics: See the number of valid, invalid, and errored emails in the results. 3. Access Individual Contacts: You can directly access and manage individual contact records from the verification results for further action. Key Points and Troubleshooting Tips System Requirements: Verification requires integration with the LC email system. It is not compatible with Mailgun, Google SMTP, or SendGrid. Cost Implications: There is a small fee per email verified. Contact your CRM Administrator for specific pricing details. Common Questions Can Secondary Emails Be Verified? No, the system only supports the verification of primary email addresses. How Long Does Verification Take? The duration depends on the volume of emails being verified. Larger lists require more time.

The Bulk Action feature simplifies the process of adding, editing, and removing contacts associated with companies, all from a single location on the Smart-list page. This tool is crafted to streamline your organizational efforts and elevate customer engagement. Let's dive into how you can maximize the potential of this feature. Getting Started Here’s how to efficiently manage your company contacts: Access the Smart-list Page: Begin by navigating to the Smart-list page within your dashboard. Select Your Contacts: Choose the contacts you intend to manage. Utilize "Add/Edit to Company": Within the Bulk Actions panel, locate and select the option to add or edit contacts in relation to a company. Enter Details and Confirm: Choose whether to add or update the company information, or to remove the selected contacts. Assign a name to the action, pick the relevant company, and complete all required fields. Finally, hit the "Confirm" button to execute the process. Review Your Results: After completing the action, head over to Contacts > Bulk Actions to review the outcome of the process. This method ensures that managing company contacts is both simple and effective, allowing you to stay organized and maintain strong customer relationships with minimal effort.

In your CRM, when you choose a batch of contacts from your smart lists to execute tasks like adding them to a workflow or sending out emails/SMS, the system generates a bulk action. These bulk actions are conveniently tracked and managed within the Bulk Actions section under the Contacts tab. If there are no bulk actions yet, this section will appear empty. Note: Access to certain components may vary based on your user permissions. Bulk Action Filters Action Type To easily organize your bulk actions, begin by selecting the Actions dropdown at the top of the table. This allows you to filter by specific types of bulk actions, making it simple to locate what you need without manually sifting through each entry. Filtering options include email/SMS, workflows, opportunities, and tags. Users To filter bulk actions by specific users, utilize the User dropdown and select the relevant team member. Status You can also filter your bulk actions by their current status by selecting the Status dropdown, which allows you to switch between various delivery stages. Date Range To further refine your bulk action searches, apply a date range filter. Select the appropriate dates to narrow down your search results. Bulk Action Table This table allows you to manage your bulk actions and view the associated activities for each action. Name The name of the bulk action, as set by the creator, is displayed in this column. Bulk Operation This column shows the type of bulk action performed, such as adding contacts to workflows or sending out messages. Status Here, you can see the current status of your bulk actions, whether they are processing, in progress, completed, or canceled. To get more detailed information, click the "View Details" button to access the Bulk Action Card, which includes: Bulk action type Bulk action name Additional details Scheduled start time Mode Added tags Created This column displays the time and date when each bulk action was initiated. User This column indicates which user in the CRM was responsible for scheduling the bulk action, which is particularly helpful for team management. Completion This column shows when your bulk action was completed. Statistics To view the statistics of a specific bulk action, click the "Show Stats" button in this column. Here, you can review data related to the bulk action, including the number of successful and error occurrences. You can drill down into each data point to view the individual contacts that belong to the "successful" or "error" categories. Actions Within the statistics section, you can view the total actions, including those pending, completed, and the ones that encountered errors. Errors might occur due to various reasons, such as invalid email addresses or phone numbers. Frequently Asked Questions (FAQs) How can I check the status of my bulk actions? To view the status of a bulk action, navigate to Contacts > Bulk Actions and click on the three dots menu. From there, you can view the status or pause the action. What are the rate limits for bulk actions? Drip Mode: 30 sec - 1 min frequency: Up to 1,000 messages per minute 5 min frequency: Up to 4,999 messages per minute 6 min - 10 min frequency: Up to 5,000 messages per minute Above 10 min frequency: Up to 10,000 messages per minute Add All at Once & Add All at a Scheduled Time: Less than 10k contacts: Process 15k contacts per hour 10k-50k contacts: Process 6k contacts per hour 50k-70k contacts: Process 3k contacts per hour More than 70k contacts: Process 1.5k contacts per hour How far in advance can bulk actions be scheduled? Bulk actions can be scheduled up to 720 hours in advance, which is approximately 30 days.

Managing your customer contacts is a breeze with your CRM. Whether a potential client reaches out via text, call, Facebook message, or email, the system can automatically save their details for you. But if you need to enter information manually, it’s as simple as clicking the '+' icon located at the top left of the contacts page. This action will bring up a new screen where you can enter all necessary contact details. Steps to Enter New Contact Information Business Logo: Upload the logo associated with the contact’s business. This can be particularly useful if you manage multiple clients with similar names. The recommended size is 512x512 pixels, and the file size should not exceed 2.5 MB. First and Last Name: Enter the contact’s first and last names in the designated fields. Email: Input the contact’s email address. Phone Number: Provide the contact’s phone number. Contact Classification: Assign the contact as either a Lead or a Customer, depending on their status. Time Zone: Select the appropriate time zone for the contact, which will help you determine the best times for communication. Do Not Disturb (DND): You can activate the Do Not Disturb feature for all communication channels or select specific channels to mute notifications.