By utilising quick actions within your contact list, you can efficiently manage and execute tasks for individual or multiple contacts. Each action button is designed for a specific function, facilitating the organisation of your contacts and ensuring your database remains accurate and up-to-date.
Below is an overview of the Quick Action buttons located in the Contacts > Smart Lists section. In subsequent guides, you will gain a deeper understanding of each action and its usage.
With a single click of the '+' button on the top left of the contacts page, you can manually input contact information with ease.
Quickly add or update the pipeline stage of selected contacts by utilising the Pipeline Change Action.
Use the add to automation button to add selected contacts to Campaigns or Workflows efficiently.
This feature allows you to customise and send text messages to specific groups or individuals, saving time compared to manual entry.
The 'Send Email' button enables you to swiftly send an email to a single contact or multiple contacts simultaneously.
Easily add tags to your contacts with just one click, streamlining your tagging process.
Remove contact tags from a single contact or an entire group by utilising the remove tag action.
Select the relevant contacts and use the 'Delete Contact' button to maintain a clean and accurate contact list.
Efficiently gather client reviews by selecting contacts and clicking the 'Send Review Requests' button.
Download contacts to your device for offline access by utilising the Export Contacts feature.
Upload contacts to the system using the Import Contacts action.
Screen contact email addresses for errors using the email verification action.
This feature allows you to seamlessly add, edit, and remove contacts from companies, ensuring enhanced organisation.
When multiple contacts represent the same individual, the 'Merge Contacts' button allows you to consolidate them into a single, comprehensive record.
By mastering these Quick Action buttons, you will improve your contact management process, saving valuable time and enhancing your productivity. As you explore the guides that follow, you will gain deeper insights into how to use each feature to its fullest potential, ensuring your contact database remains well-organised and efficient.
