What are the bulk actions for contacts?

You can send an email to, assign, merge, update, and delete contacts in bulk. You can also use filters to narrow your list of contacts before you use the buttons from the bulk actions tray.
To perform bulk actions, 

  1. Click the Contacts tab and select the contacts by clicking the checkbox beside them.
  2. Choose any one of the buttons in the tray to do the following.

Bulk email

You can use email templates to save time, placeholders to personalize the email, save the email as a bulk draft, and perhaps schedule it to be sent at a specified time. Learn more about sending bulk emails.

Assign to

This button assigns all the selected contacts to a user in your team. The user becomes the Owner of the assigned contacts. You can choose the user from the drop-down in the Assign To overlay. Alternatively, you can add users to individual contacts too.

Note: The field Emailmust be mapped for the import to be complete.

Merge:

his button merges the selected contacts into a single record. You’d have to choose one of the selected contacts as your Primary record. The other contact records become secondary records and are deleted after their data is transferred to the primary record.

Note: The field Emailmust be mapped for the import to be complete.

Update field

To update a field for all selected contacts, click Update field in the bulk actions tray. You can only update one field for each selection. You cannot update multiple fields all at once.

Note: The field Emailmust be mapped for the import to be complete.

Delete:

To update a field for all selected contacts, click Update field in the bulk actions tray. You can only update one field for each selection. You cannot update multiple fields all at once.

This button deletes all the selected contacts. It is highly recommended that you hit the Delete button only when you’re sure that you no longer need those contacts. Contacts once deleted cannot be recovered.

Bulk SMS

Click the Bulk SMS button to compose and send SMS to all selected contacts. This brings up the compose window where you can compose an SMS by adding placeholder fields.

This button deletes all the selected contacts. It is highly recommended that you hit the Delete button only when you’re sure that you no longer need those contacts. Contacts once deleted cannot be recovered.

Add to sequence

This button allows you to add the selected contacts to a sales sequence, or remove from an ongoing sequence. Clicking the Add Sequence button brings up a dialog box where you can choose the sequence to which the contacts need to be added and can update the same. 

This button deletes all the selected contacts. It is highly recommended that you hit the Delete button only when you’re sure that you no longer need those contacts. Contacts once deleted cannot be recovered.

Add tags

To update tags for all selected contacts, click Add Tag in the bulk actions tray. This allows you to update/remove tags in bulk.

This button deletes all the selected contacts. It is highly recommended that you hit the Delete button only when you’re sure that you no longer need those contacts. Contacts once deleted cannot be recovered.

Freshsales Guide

Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.

Contact And Account management

Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact

Deal Pipeline Management

Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.

Contact Scoring

Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM

Organization Settings

Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.

Custom Modules

Create new modules with unique icons and customized fields to capture additional information specific to your business process.

Sales Emails

Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.

Sales sequences

Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.

Phone Settings

Customize your phone number, assign numbers to your team, create call queues and more.

Chat Settings

Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.

Marketplace Apps

Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.

User or Agent Settings

Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.

Configure, Price, Quote

Build company-branded documents using a built -in template editor to send accurate quotes to contacts.

Record Management

Learn to manage, sort, bulk assign, delete, and forget records in the web application.

Automation Software

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Add Use Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Assign Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Bulk Actions

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Capture Website Visitors

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Clone Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Customize The Ui

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Import Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Manage Lifecycle Stages

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Merge Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Multiple Email Addresses

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Prospect

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Promotions Advantages

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Social Media Sales Strategy

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Empower Your Business with Cutting-Edge Solutions Smart B2B solutions for your business

-

let’s connect and grow together!

Email : sales@fgrade.com

Call : +917569743290

We are present in 

  • Delhi

  • Mumbai

  • Pune

  • Ahmedabad

  • Bangalore

  • Chennai

  • Chandigarh

  • Hyderabad