Menu

The following are actions available from the menu:

Add Contact - Brings up the quick add pop-up, allowing you to set a logo, name, email(s), phone number(s), contact type, time zone, and Do Not Disturb channels for the contact.

If you wish to edit additional fields, you’ll need to navigate into the contact’s page and begin making edits from the custom fields column. For more, see below for contact management.

Pipeline change - Brings up the Add/Update Opportunity pop-up window, allowing you to add or edit their opportunity. From this pop up, you can select their pipeline, stage, opportunity name & source, their lead value, their status, and set an action name that will be shown as the bulk action name.

If the contact already has an existing opportunity in the selected pipeline, changes made will update that opportunity. If they do not yet have an existing opportunity in that pipeline, this will create a new opportunity for the contact.

Add to automation - Allows you to take the selected contact(s) and add them into an existing active workflow or campaign, bypassing any triggers. You’ll also be asked to give the action a name which is used to identify the action under the bulk actions category view. When adding, you may select the frequency at which they are added, see below for more information.

Send SMS - This action allows you to send an SMS message to your selected contact(s). You can select a number from your purchased numbers (see article on phone numbers to learn more), select templates created in your marketing>snippets area, or create a new message. You’ll also be asked to give the action a name which is used to identify the action under the bulk actions category view. When adding, you may select the frequency at which they are added, see below for more information.

Send Email - This action allows you to send an email to your selected contact(s). When sending, you can set a name and email that the email will appear to come from, a subject, and a body/attachments. In addition, you may also use templates that you have created under marketing>email>templates. You’ll also be asked to give the action a name which is used to identify the action under the bulk actions category view. When adding, you may select the frequency at which they are added, see below for more information.

Add Tags - This action allows you to add tags to your selected contact(s). You’ll also be asked to give the action a name which is used to identify the action under the bulk actions category view.

Remove Tags - This action allows you to remove tags to your selected contact(s), in addition, you can select either specific tags or remove all tags. You’ll also be asked to give the action a name which is used to identify the action under the bulk actions category view.

Delete Contacts - This action allows you to delete contacts, removing the contact from your system, including removing any past conversations, notes, opportunities, tasks, appointments, and campaigns/workflows. You’ll be asked to confirm your request to delete the contacts. You can also restore contacts using the restore category for a period of 2 months before the contact is permanently deleted.

Send Review Request - This action allows you to send an SMS or Email requesting a review from the contact. To customize your review request, see the reputation article. You’ll also be asked to give the action a name which is used to identify the action under the bulk actions category view. When adding, you may select the frequency at which they are added, see below for more information.

Export Contacts - This action allows you to export your selected contact(s). This creates a CSV download of your selected contact and the currently displayed columns in the contact view.

Import Contacts - This action allows you to import contacts or opportunities from a CSV sheet.

When importing, you’ll be asked to upload your file, be given a chance to select what you would like the system to do with the sheet, and how to find existing contacts based on your upload.

Next you’ll be asked to map fields - the system will attempt to automatically map fields, however for any fields that it has mapped or is unable to map, you can select what field in the system you would like that column to correspond to (keep in mind you can only map to existing fields). When mapping, you can also select whether to not override existing data with blank data and select to not import any unmapped fields.

Lastly, when importing, you can select to automatically add contacts to a Smart List, workflow, or give them a tag. You’ll also be asked to give the action a name which is used to identify the action under the bulk actions category view.

Email Verification - This allows you to verify the primary email for the selected contact(s). Please keep in mind that as email verification is enabled by default, most to all emails will be automatically verified. You’ll also be asked to give the action a name which is used to identify the action under the bulk actions category view.

Add/Edit to Company - This allows you to add, move, or remove a contact from a company association. You’ll also be asked to give the action a name which is used to identify the action under the bulk actions category view.

Bulk WhatsApp - We do not currently support WhatsApp messaging. If you have questions about WhatsApp messaging, please reach out to [email protected].

Merge Contacts - When selecting between two to ten contacts, this allows you to merge the two contacts together. When doing so, you will be brought to a pop-up that shows any fields with different values. From there, you can select your preferred data from across the different contacts and merge them all with the selected content being pulled through.