Bulk Actions for Contacts
Update multiple contacts simultaneously: change playbooks, assignments, custom fields, or delete contacts in bulk using advanced filters.
Gestión de contactos
4 articles
Changing a Contact's Sales Brain (Playbook)
How to move contacts between playbooks and what happens to pending tasks when changing playbook.
Contact Export
Export contacts to CSV format for external analysis or backup. Use advanced filters to select which contacts and fields to include.
Favorite Contacts
Mark important contacts for quick access from the Favorites tab. Each user manages their own favorites with custom categories and reasons.