Work Pipelines & Contacts In Webapp
Utilize the webapp to work pipelines and contacts in a targeted way
- Bulk Actions | Add or Remove Contacts from Pipeline
- Bulk Actions | Add or Remove Tags
- Bulk Actions | Assign Team Members
- Bulk Actions | Delete Contacts
- Bulk Actions | Export Contacts to CSV
- Bulk Actions | Set Stage
- Set Up: Create and Load Saved Views
- Training: Add Notes to Contact Card
- Training: Advanced Filter: Sort by "Added to Group By"
- Training: Advanced Filters
- Training: Figure out who is still in your Facebook Group
- Training: Filter by Membership Questions & Answers
- Training: Pipeline View
- Training: Search Fields
- Training: Table View (All Contacts View)
- Troubleshoot: Merging Duplicate Contacts
- Troubleshoot: Why Doesn't My FB Group Member Count Match the Number of Pipeline Contacts