Bulk Actions | Add or Remove Contacts from Pipeline

There are many "Bulk Actions" you can take with a group of contacts all at once. In this article we'll show you how to add or remove contacts from a pipeline, in bulk.

  1. Open webapp (app.grouptrackcrm.com)
  2. Advanced Filters: select filtered group of contacts
  3. Click "Bulk Actions" Button
  4. Click Add to Pipeline OR Remove from Pipeline 
  5. Make sure you've selected the right contacts, and then click process.
  6. Refresh the page on the right hand side to see those changes. 
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