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