Managing Company Contacts Efficiently with Bulk Action

The Bulk Action feature simplifies the process of adding, editing, and removing contacts associated with companies, all from a single location on the Smart-list page. This tool is crafted to streamline your organizational efforts and elevate customer engagement. Let's dive into how you can maximize the potential of this feature.

Getting Started

Here’s how to efficiently manage your company contacts:

1. Access the Smart-list Page: Begin by navigating to the Smart-list page within your dashboard.

2. Select Your Contacts: Choose the contacts you intend to manage.

3. Utilize "Add/Edit to Company": Within the Bulk Actions panel, locate and select the option to add or edit contacts in relation to a company.

4. Enter Details and Confirm: Choose whether to add or update the company information, or to remove the selected contacts. Assign a name to the action, pick the relevant company, and complete all required fields. Finally, hit the "Confirm" button to execute the process.

5. Review Your Results: After completing the action, head over to Contacts > Bulk Actions to review the outcome of the process.

This method ensures that managing company contacts is both simple and effective, allowing you to stay organized and maintain strong customer relationships with minimal effort.