Help > Prospects > How to make Multiple Selection?

How to make Multiple Selection?

Mon Jun 13 2022 12:08:27 GMT+0000 (hora universal coordinada)

There will be times when you need to move a group of contacts or even all your contacts with a single click.

To perform this task you will notice that there is a selection box in the left column of each contact in your database, this column will allow you to manually choose the group of contacts you want to move and if you want to select all your contacts just click on the box at the beginning of the column.

This will select 50 contacts per page. 

Depending on the section you are in, these are the tasks that you can execute simultaneously for the group of selected contacts.

Prospects Section:

  • Send Mail
  • Tag
  • Add to campaign
  • Share
  • Update origin
  • Store
  • Reassign
  • Merge contacts 
  • Discard

Opportunities Section:

  • Tag
  • Add yo campaign
  • Share
  • Reassign
  • Discard

Sales Section:

  • Send multiple emails
  • Tag
  • Discard

Client Section:

  • Send multiple emails
  • Tag
  • Add to campaign
  • Share
  • Update origin
  • Store
  • Reassign
  • Merge contacts
  • Discard