Mass Actions provide a powerful feature that allows users to efficiently update multiple contacts simultaneously, streamlining the management process. This functionality is particularly beneficial for organizations that handle large volumes of contacts and need to implement changes across multiple profiles without the need to update each one individually. The following actions can be performed using Mass Actions:
- Update Stage
- Update Timeframe
- Update Source
- Assign Agent
- Assign Pond
- Assign Lender
- Add Collaborators
- Remove Collaborators
- Merge People
- Mailing Label
How it Works
1. Navigate to the People tab
2. Select the Contact(s) you would like to update
3. Click the Mass Actions icon
4. Select the desired Action
5. Follow the Prompts to complete the action
Actions
- Update Stage: This action allows users to change the current stage of multiple contacts at once.
- Update Timeframe: This action allows users to change the current timeframe of multiple contacts at once.
- Update Source: Users can modify the source of multiple contacts in a single action. This is particularly useful for tracking where contacts originated from, such as different marketing campaigns or referral sources.
- Assign Agent: With this option, users can assign a specific agent to multiple contacts at the same time.
- Assign Pond: This action allows users to assign contacts to a specific pond.
- Assign Lender: For organizations that work with various lenders, this feature enables the assignment of lenders to multiple contacts quickly.
- Add Collaborators: Users can add multiple collaborators to several contacts in one go.
- Remove Collaborators: Conversely, if collaborators need to be removed from multiple contacts, this action can be performed swiftly, ensuring that only the right individuals have access to the information and responsibilities associated with those contacts.
- Merge People: This function is crucial for maintaining a clean and organized contact database. Users can merge duplicate contacts into a single entry, eliminating redundancy and ensuring that all relevant information is consolidated.
- Mailing Label: The ability to create mailing labels for multiple contacts at once simplifies the process of preparing for mail campaigns. This feature is especially useful for bulk mailing, saving time and resources while ensuring that all contacts are accurately labeled.
Mass Action Limitations
- Starting an action plan via mass actions is not supported. If you need to send a series of emails to a smart list or a group of leads, we recommend Scheduling Emails.
- Mass-assigning leads to a First to Claim or Round Robin Group is not supported.
- Mass-adding tags, changing stages, or other mass actions to trigger or begin an Automation is not supported.
- Re-assigning tasks from one team member to another is not supported.