Bulk Actions

Overview

Bulk actions let you work with multiple contacts at once. Instead of repeating the same action for each contact, select them all and apply the change in one step.

Select contacts for bulk actions

1. Open Contacts from the main navigation.

2. Check the box next to each contact you want to include.

3. To select all visible contacts, check the box in the table header.

4. A floating action bar appears at the bottom of the screen showing your selection count.

Add a task to multiple contacts

Create a task and assign it to several contacts at once. Each contact gets their own copy of the task.

1. Select the contacts you want to assign a task to.

2. Click Add Task in the action bar.

3. Enter the task title.

4. Optionally set a due date and assignee.

5. Click Create Task.

Add contacts to a list

You can add selected contacts to an existing list or create a new one.

Add to an existing list:

1. Select the contacts you want to add.

2. Click Add to List in the action bar.

3. Find the list you want and click Add.

Create a new list with selected contacts:

1. Select the contacts you want to group.

2. Click Add to List in the action bar.

3. Click Create New List.

4. Enter a name for the list.

5. Click Create List.

Remove contacts from a list

1. Open the list you want to remove contacts from.

2. Select the contacts you want to remove.

3. Click Add to List in the action bar.

4. Find the list and click Remove.

Delete multiple contacts

1. Select the contacts you want to delete.

2. Click Delete in the action bar.

3. Confirm the deletion when prompted.

Deleted contacts are permanently removed and cannot be recovered.

Tips

• Use bulk actions to quickly assign follow-up tasks after a meeting or event.

• Create a new list from search results to save a group for later.

• Combine filters with bulk selection to target specific segments of your contacts.

FAQs

Can I undo a bulk action? Adding contacts to lists or assigning tasks can be reversed by removing them individually. However, deleting contacts is permanent.

Is there a limit to how many contacts I can select? You can select as many contacts as appear on the current page. Use filters to narrow down your selection if needed.

Do bulk-assigned tasks appear on each contact’s timeline? Yes. Each contact receives their own task, which appears in their activity timeline and can be managed independently.