Managing Bulk Actions on Contacts

Bulk actions help you save time by applying the same operation to multiple contacts at once. Instead of updating each contact individually, you can assign opportunities, workflows, notes, tags, send emails, or even delete multiple contacts in one go.

Go to the Contacts Page

• From the header menu, hover over Contacts.
• In the dropdown, click Contact.
• You’ll land on the Contacts page, where all contacts are displayed in a table format.

Select Contacts

• On the Contacts page, select one or more contacts from the table.
• Once selected, the bulk action options become active.

The following bulk actions are available:

1. Opportunity
2. Workflow
3. Notebook
4. Tags
5. Send Mail
6. Delete

Perform Bulk Actions

• Click Opportunity, and a Bulk Pipeline Change pop-up will appear.

• Fill in the details:

  • Pipeline name (dropdown list of created pipelines)
  • Stage (from the selected pipeline)
  • Opportunity Name
  • Opportunity Value
  • Opportunity Status
  • Opportunity Source

• Click Assign Pipeline. The opportunity will be added to all selected contacts.

Workflow

• Click Workflow, and an Assign Workflow pop-up will appear.
• Select the workflow from the created workflows.
• Enable the trigger switch, then choose the trigger.
• Click Assign Workflow.

Add Notes

• Click Notebook, and an Add Notes pop-up will appear.
• Enter the Note Content.
• Click Add Notes.

Tags

• Click Tags, and an Assign Tags pop-up will appear.
• Select one or more tags from the list.
• Click Assign Tags.

Send Mail

• Click Send Mail, and a Send Email pop-up will appear.

• Fill in the details:

  • From Name
  • From Email
  • Template (if available)
  • Subject
  • Email Content

• Click Send Mail.

Delete

• Click Delete, and a Delete Confirmation pop-up will appear.
• The pop-up will display the total number of selected contacts.
• To confirm, type DELETE and then click Delete.