Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to do a pipeline change to add or update opportunity statuses, using the bulk action feature:
Step 1: Choose Your Contacts
- Navigate to your contacts.
- Check the box to select contact records.
- You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in your system.
Step 2: Choose Your Action
- Choose the icon for “Delete Contact”. A confirmation prompt will appear to ensure you want to delete the selected contacts.
Step 3: Confirm Deletion
- Confirm the action by clicking “Delete” or “Confirm.”
- The selected contacts will be permanently removed from your database.
Tips
- Double-Check Selections: Carefully review the selected contacts before confirming the deletion to avoid accidental loss of important contacts.
- Back Up Data: Consider exporting your contact list as a backup before performing bulk deletions.
- Use Filters: Utilize filters and search functions to easily find and select the contacts you want to delete.
By following these steps, you can efficiently delete multiple contacts, helping you maintain a clean and organized contact list.