Bulk Actions for Contacts
Update multiple contacts simultaneously: change playbooks, assignments, custom fields, or delete contacts in bulk using advanced filters.
Gestión de contactos
7 articles
7 articles
Update multiple contacts simultaneously: change playbooks, assignments, custom fields, or delete contacts in bulk using advanced filters.
How to move contacts between playbooks and what happens to pending tasks when changing playbook.
Identify, classify, and assign contacts without a sales rep to maximize your sales pipeline
Export contacts to CSV format for external analysis or backup. Use advanced filters to select which contacts and fields to include.
Mark important contacts for quick access from the Favorites tab. Each user manages their own favorites with custom categories and reasons.
Every contact now shows the country of its main phone number, worked out from the prefix, and you can use it in contact filters, workflow conditions and task template start conditions.
A contact's card now updates itself when another system changes its data, with no need to refresh the page.