Smart List Quick Action Buttons

By utilizing quick actions on your contact list, you can efficiently manage and perform tasks involving a single contact or multiple contacts. Each action button corresponds to a specific function, streamlining the handling of your contacts and ensuring that your database remains organized and up-to-date.

Through your CRM, it's easy to ensure that all customer contacts stay organized. If a text, call, Facebook message, or email pops up with a potential client, the system will add them automatically for you - but with just one click of the '+' button on the top left of the contacts page, you can also manually input any contact information!

Once you click the button, a page will appear for you to input the contact details.

Do you need to move a single contact or multiple contacts to different pipelines in your opportunities section? If so, it's easy!

Simply select the contacts you’d like to move, and click on the funnel icon. This action allows you quick and simple access to move as many contacts as necessary within one click. Plus, it's all done manually, ensuring organization and clarity throughout your entire opportunity list.

To add a contact to any of your opportunities, you have to select the contact/s you want to add or update.

Adding single or multiple contacts to a particular marketing campaign or workflow is fast and easy. First, select the desired contacts. Then, look for the Add to Campaigns/Workflows button with a visually recognizable robot icon to indicate its use! With just one tap of the button, you can add your chosen contacts in much less time than it would have taken before. So complete your work on campaigns and workflows faster by using this time-saving feature!

Select the workflow you’d like to add your contact(s) to from the dropdown menu. Once selected, choose to add contacts all at once, all at a scheduled time, or add in drip mode.

By toggling on the "Add all at Once" option, you can decide to add all your selected contacts to the campaign you have chosen immediately.

When you toggle on the "Add all at a scheduled time", you can schedule all the contacts you've selected to be added to the chosen campaign at a set time and date.

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Select the date and time you would like to schedule your contact to be added to the campaign.

Type the name that describes this action. This description will be shown in the tracking report. Make sure whatever you name this action is recognizable when you need to go back and find it in the tracking reports.

Sending SMS will give you the capability to either message one person or multiple people at the same time. Simply select the contact(s) you would like to send an SMS to and click on the send SMS button.

This enables you to proceed to the sending page as your recipients have been identified. With this feature, you can tailor your text messages according to certain groups or individuals instead of wasting time jotting down their information one by one.

Now that you've chosen the contact(s) and clicked the Send SMS button, it's time to construct your message! You can type anything in from scratch or use a message template that you saved ahead of time.

Want to make your message a little more personalized? Consider adding custom fields– information like first names, email addresses, or phone numbers can be inserted directly into your text at the click of a button. Plus, to spice things up even further, feel free to include attachments and emojis for added flair.

By enabling the "Send all at Once" feature, you have the option to instantly add all your chosen contacts to the selected campaign. This convenient toggle allows for swift and efficient execution of your marketing efforts, ensuring timely communication with your target audience.

By activating the "Send all at a scheduled time" option, you gain the ability to schedule a message for delivery to your selected contacts at a predetermined date and time. This feature offers convenience and precision in managing your communications, ensuring that your messages reach your intended recipients at the most opportune moment.

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Choose the specific date and time at which you would like to schedule the message for delivery to your contact. This customization allows for tailored communication, ensuring that your message reaches its intended recipient at the most appropriate and effective moment.

Type the name that describes this action, and this will be shown in the tracking report.

The send email button enables you to quickly send an email message to a single contact or multiple contacts in one go. To do this, simply select the contacts you would like to include and proceed to the next step.

In just a few clicks, your important message will be delivered with ease. Making the most of bulk sending allows you the convenience of only having to click once, yet assures everyone on your list receives personalized communication.

First, select the Email template you'll be working with. Input the name of the sender in the From Name field and the sender's email in the From Email field. Don't forget one of the essential parts: the Email Subject!

If you don't want to use a specific template and would prefer to customize your mail, you can do so right in this space. Feel free to get creative with fonts, colors, sizes, and more – this is your chance to easily craft an original email that will make your intended audience smile.

By activating the Send all at Once feature, you gain the ability to instantly include all your selected contacts in the campaign of your choice. This convenient toggle streamlines the process of incorporating your target audience into your marketing efforts, ensuring prompt and effective communication.

By enabling the Send all at a scheduled time feature, you gain the capability to schedule a message for delivery to all your chosen contacts at a predetermined date and time. This option provides convenience and precision in managing your communications, ensuring that your messages reach their intended recipients at the most suitable moment.

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Determine the specific date and time to schedule the message for delivery to your contact. This level of customization allows you to optimize your communication efforts, ensuring that your message is received by its intended recipient at the most opportune and impactful time.

If you are sending emails to a large number of contacts, it is best to use drip mode. Drip mode will allow you to send the email in batches based on your selected settings.

Type the name that describes this action, this will be shown in the tracking report.

Need to add a tag to one contact or multiple contacts? It's simple: just select the ones you want and click the Add Tag button. With the click of a mouse, you can easily tag individual contacts or groups of contacts with ease.

Just remember that coming up with unique and meaningful tags is essential for long-term organization and optimization of your contact list. The Add Tag button within your contact list provides ultimate control when it comes to categorizing, labeling, and managing large amounts of contacts quickly.

Once you've carefully chosen your contacts, you can click the "Add Tag" button, and a pop-up window will appear. In this window, there is an empty space with a tag menu dropdown. You can select one or more tags from the menu to add to the contacts.

Remember that once any tag(s) have been selected, they won't be seen again on the drop-down menu, as it's already been chosen. If at any time you wish to remove a selected tag, click on the small “x” icon situated beside it, and it will be removed.

Choose a descriptive name for your action. It will appear in the tracking report to clearly summarize what this action is about.

There may be times when you need to remove a tag from either a single contact or even an entire group. To do this, start by simply selecting your desired contacts.

Afterward, locate the "remove tag button" which you'll find at the bottom of the page. This option allows you to erase any applied tags in just one click!

Once you have chosen your contacts and pressed the Remove Tag button, a pop-up will appear. In this pop-up, click on the space provided to show the drop-down tag menu. From here, choose the added tag(s) to remove them from the contact(s).

If you wish to remove any selected tags, simply press the "x" icon located beside the specific tag.

Type a descriptive name in the text box, which will appear in the tracking report.

Do you need to delete a single contact or many at once? You can easily select the contacts in question and simply use the delete contact button. This can come in handy if you ever need quick simplification of your Contacts list!

But, don't worry – even after they are deleted, you can always recover a contact by going to the "Restore" section of your reliable Customer Relationship Manager (CRM). So breathe easy! Click here to read more about restoring contacts.

Want to request a review of your product or services from your clients? You can easily select the contact(s) and click the 'Send Review Requests' button to get your client reviews. With this single step, you get the ability to reach out to a large group of contacts. It's just that simple! Additionally, after selecting your contacts, you can switch up the review request format in the 'Reputation' section found in your CRM for a tailored result.

First, choose the contacts you'd like to include in your bulk review request list. Once you have selected them, you can opt to send your requests through either email or SMS, depending on your preference. Simply make your selection and proceed with the process. This efficient approach allows you to reach out to multiple contacts at once, streamlining your efforts in gathering valuable feedback.

Click here to learn how to configure your "sms review request" and "email review request" templates

By enabling the Add all at Once feature, you gain the ability to send review requests to all of your chosen contacts simultaneously. This efficient method saves time and effort while ensuring that each contact receives the request promptly, allowing you to gather feedback more quickly and effectively.

By activating the Add all at a scheduled time option, you can conveniently arrange for all selected contacts to receive the review request at a predetermined time and date. This feature allows you to plan your outreach efforts in advance, ensuring timely and organized communication with your clients while gathering their valuable feedback.

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Choose the date and time you'd like to schedule the addition of your contacts to the review request. By doing so, you can ensure that your outreach efforts are organized and timed according to your preferences, allowing for a more efficient and streamlined process in gathering feedback from your clients.

If you are sending review requests to a large number of contacts, we suggest using the send in drip mode option. This will send the requests in batches rather than all at once.

Type the name that describes this action. This description will be shown in the tracking report.

If you're looking to transfer specific contacts from your CRM or marketing campaign, there's a simple and easy solution! Simply select the contact(s) you would like to download, and click the "export" button. That way, it'll be quickly downloaded as a CSV spreadsheet on your local device. It might take a few moments to arrive, but once it does, you don't have to worry about manually inputting the data.

The downloaded spreadsheet consists of column headers with the contact's corresponding information, including contact ID, first name, last name, business name, phone, email, date the contact was created, date last activity occurred, and tags.

If you need contact info from another CRM or marketing campaign, you'll love the convenience of our Upload Contacts feature. Select the upload contacts button to instantly import anything from a single contact to an entire group of contacts, all with no hassle. In an instant, your spreadsheet will be loaded up and ready to get you one step closer to maximum efficiency.

Before importing data into your CRM, you'll need to create a spreadsheet. Make sure to organize it wisely with clearly defined columns so the fields match those of your CRM.

Those columns should include name, email, and phone to ensure proper data entry. Don't forget that all fields will count when going through the import process, so pay attention to each little detail and make sure all fields match. Double-check that every column header corresponds with its respective field in the CRM, otherwise, errors might occur during the import process, or data will not be pulled in accurately.

When importing contacts into your CRM, there are three essential steps to follow: Upload, Map, and Details. The process begins with uploading the contact data file, followed by mapping the fields to ensure proper alignment with your CRM's structure, and finally, reviewing and confirming the details to guarantee accuracy and completeness. This systematic approach ensures a seamless integration of new contacts into your existing database.

The first step is uploading the contacts from your device. Before you upload the contact, make sure your file is ready to be imported:

All files being imported into the system must:

Once you've chosen the correct CSV to upload, it's easy to match your columns from that file with the contact fields in our system. Take a look at the designated preview column to get an overview of how well these columns are matched. You can select from the dropdowns to ensure the correct information is matched in your CRM, or choose which columns from your CSV you would not like uploaded into your CRM. Plus, the huge benefit of this matching capability makes it so you won't have to laboriously reformat any details for different base systems.

This is the last step for importing contacts.

You can decide to continue with the default name, or you can edit it.

You can also create a new contact list with your import by ticking this box.

In the Advanced Settings, you can decide what you want to do with the contact in the CSV file, you can either;

If you are looking to merge or update your contact list, you can choose to bypass any existing contacts that are based on a primary phone number. Furthermore, if you want to keep your contact list current and up-to-date, you have the option of not updating any empty values for the records that already exist.

Tick the box next to this option and continue with your synchronization efforts.

The tagging feature of your contacts can help you to organize and sort seamlessly. To add tags to your contacts, look in the tags box. You'll find an array of existing tags that you can select from. Alternatively, create a new tag altogether and assign it as you wish. You may also categorize your custom tags and see which ones are the most frequently used. Either way, you'll have an easy and efficient way to manage your contact list with whatever works best for you.

With a few simple steps, you can add your contacts to an existing workflow or campaign. Start by toggling on the option and selecting the preferred workflow or campaign. You'll then see these contacts on the platform, so you can communicate with them whenever necessary. This outlines how simple it is to take advantage of workflow and campaign features.

Have multiple contacts that are the same person? Utilize the helpful ‘merge contacts’ button to combine them into a comprehensive record! Select the contacts in your list that you would like to merge, and click on the Merge Contact button.

When prompted, you get to decide which information should be included in the combined contact and ensure any critical information isn't lost — it's just placed in one centralized home. With this seamless merge utility, you no longer need to jump between multiple contacts with similar data, and managing your customer relationships becomes easier and faster than ever before.

When merging contacts, you're able to choose which contact you want as the Master Record. This can be easily done right on the page by simply toggling the contact you would like to be used as the master contact. If you would like to select all information from that contact to be used, click on the select all option at the top of the Master Record Card.

The following presents a compilation of pertinent data that can be chosen from various contacts and subsequently combined into a single, unified entry under the Master record. This process streamlines your contact management by consolidating multiple related records into one comprehensive and easily accessible entry.

Additionally, you have the option to utilize the Select all button, which allows you to effortlessly choose all available information about a specific contact. This feature simplifies the process of gathering comprehensive data on an individual, ensuring that no crucial details are overlooked.

By choosing the Show Fields With Different Values option, you can easily view and compare fields that contain varying information. This feature enables you to identify discrepancies or unique data points among your contacts, allowing for more precise record-keeping and analysis.

In case you prefer to display every field, regardless of its content, simply click on the Show all fields button provided. This option grants you a comprehensive view of all available data for each contact, ensuring that you have access to the complete information set at your fingertips.