Icons = Contact Actions
Below, the funstion of each icon is listed.
*Please note you will have to select your contacts before you can use these buttons.
Add Contact - Helpful when you would like to input a single contact into your Agent CRM account
Add to Pipeline - Add a contact/group of contacts a specific Pipeline from the contacts page.
Add to Campaign/Workflow - Add a contact/group of contacts to a specific Campaign or Workflow from the contacts page.
Send Mass/Broadcast Text - Want to send a quick text to your list? Use this button!
Send Mass/Broadcast Email - Want to send a quick email to your list? Use this button!
Add Contact Tag - Use this button to add a tag to a list of contacts.
Remove Contact Tag - Use this button to remove tags to a list of contacts.
Delete Contact - Use this button to delete a list of contacts.
Send Review Request - Use this button to send a request for review to a list of contacts
Export Contacts - Use this button to download a list of contacts. *Note: use the column list to add contact information to your exported file!
Import Contacts - Use this button to import a list of contacts.
Merge Contacts - Use this button to merge duplicate contacts
Columns - This is a button that helps you view more information within the contact page. Use this button if you want to quickly browse through custom field information.
More Filters - Use this button to access list filtering. Check out our article on how to filter lists.
These buttons are helpful and easy to use once you get started!
Comments
0 comments
Please sign in to leave a comment.