Overview of Smart List Quick Action

Quick action buttons within your contact list are designed to help you manage and execute tasks efficiently, whether you're dealing with a single contact or multiple contacts at once. Each button serves a specific purpose, ensuring that your contact management is seamless and that your database remains well-organized and current.

Below is a summary of the quick action buttons. Detailed guides on each action and its usage will follow.

Add Contact

With just one click on the '+' button at the top left of the contacts page, you can manually add any new contact information.

Change Pipeline Stage

Quickly update the Pipeline stage of a contact without leaving the Smart List view.

Add to Campaign/Workflow

Effortlessly add selected contacts to Campaigns or Workflows using this quick action button, saving you significant time.

Send SMS

Customize and send text messages to specific groups or individual contacts without manually inputting their details.

Send Email

The send email button allows you to send an email to one or multiple contacts quickly.

Add/Remove Tag

Easily add or remove tags from your contacts with a single click.

Delete Contact

Select and delete contacts quickly to streamline your contact list when necessary.

Send Review Request

Select the contact(s) and click the 'Send Review Requests' button to prompt client reviews.

Export/Import Contacts

Use the Import or Export contacts button to manage contact data with ease, whether you're handling a single contact or an entire group.

Merge Contacts

If you find duplicate contacts for the same person, use the 'merge contacts' button to consolidate them into a single, complete record.