Managing contacts across multiple companies can be time-consuming, but the Company Bulk Action streamlines this process by allowing you to add, update, or remove contacts in just a few clicks. Designed for efficiency and accuracy, this feature helps you maintain organized records and strengthen your engagement with clients. In this guide, we’ll walk you through each step to make the most of this powerful tool.
How It Works #
Navigate to the Smart Lists page within your dashboard and select the contacts you wish to manage. Then, open the More dropdown menu and choose the Manage Opportunities option.
Input Details and Submit #
Choose whether to add or update a company record, or to remove the selected contacts from the associated companies. Next, provide a name for the action and select the appropriate company if you are adding one. Once all required fields are completed, click Confirm to finalize the process.
Check the Stats #
Review the action’s outcome under Contacts > Bulk Actions.
By leveraging the Company Bulk Action, you can efficiently manage your contacts while keeping your company records up to date. After completing your actions, review the results under Contacts > Bulk Actions to ensure everything is accurately applied. With this functionality, maintaining organized, actionable data has never been easier.
For more information on Companies, please refer to the Companies Overview article.
Frequently Asked Questions #
What does the Company Bulk Action do? #
It lets you add, update, or remove multiple contacts in their associated companies in just a few clicks, helping you keep company records organized and accurate.
How do I start a Company Bulk Action? #
Go to the Smart Lists page, select the contacts you want to manage, open the More dropdown menu, and choose the Manage Opportunities option.
What options are available within the action? #
You can choose to add or update a company record, or remove the selected contacts from their associated companies.
What details do I need to provide? #
You provide a name for the action and, if you are adding contacts to a company, select the appropriate company before clicking Confirm.
Where do I review the results of the action? #
You can review the outcome under Contacts > Bulk Actions to confirm everything was applied accurately.
Where can I learn more about Companies? #
Refer to the Companies Overview article for more information about working with companies in the CRM.
