Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do a pipeline change to add or update opportunity statuses, using the bulk action feature:
Step 1: Choose Your Contacts
Step 2: Choose Your Action
NOTE: When scheduling a bulk action in drip mode, the “repeat after” does not repeat the entire process. Instead, it can be viewed as “run every”. As shown in the example below, 100 contacts would be processed per every 5 hours. This process would repeat until all selected contacts received the drip communication. (If you had 780 contacts selected, there would be a total of 8 batches – 7 x 100 and 1 x 80).
Effectively managing relationships between contacts is key to keeping customer data well-organized. The Contact Associations feature in HighLevel’s CRM enables you to create structured links between contacts and other entities like business partners, relatives, or team members. This guide offers a detailed walkthrough on how to set up and manage these associations to enhance your […]
The Company Object feature enables the creation of a distinct entity called “Company,” allowing contacts to be associated with it. Essentially, this serves as a grouping tool, organizing multiple contacts under a single company while providing a unified view of their collective activities. Introduction of the Company Object Feature: How to create a company? To […]
Disclaimer : This article is for informational purposes only and does not constitute legal advice. For guidance specific to your situation, consult with a qualified attorney.
This guide walks you through selecting multiple contacts for deletion. Keep in mind that only Admins have the ability to remove contacts and their associated data. To maintain data security, Account Users currently do not have this permission. Step 1: To delete a contact, please head into your ‘Sub-account’ > Click on ‘Contacts’ > Select […]
If a Contact has multiple phone numbers, you can store them in the Contact Details. You have the flexibility to add, edit, and assign a primary number, ensuring you can select the preferred phone number for different areas of the system. What is this feature? The Multiple Phone Numbers for a Contact feature aims to […]
You can now customize Do Not Disturb (DND) settings for specific channels—Facebook, SMS, Calls, Emails, Google My Business, and WhatsApp—once they are integrated into the system. What’s changed? DND Statuses What integration channels will this affect? If the integrations (FB, SMS, Calls, Emails, GMB, WhatsApp) are available and working properly, they will be listed as […]
General Questions Why is it necessary to verify that my contacts have given consent before I import them? Two main reasons why the consent from contacts is helpful while importing contacts: Which bulk actions are irreversible and cannot be undone? The following bulk actions cannot be restored:
Bulk Action Status To check the status of a Bulk Action, navigate to Contacts > Bulk Actions > Click on the three-dot menu, where you can view the status and/or pause the action. Rate limits for: Add in drip mode: Add all at once & Add all at a scheduled time (except Bulk Email) Add […]
AND condition Every AND condition must be met for each contact that is available in that smart list. Example: Contacts with a specific tag also having both an email AND a phone OR Condition At least one OR condition must be met for each contact that is available in that smartlist. Example: Contacts having either […]