Smart List Quick Action Buttons

By utilizing quick actions on your contact list, you can efficiently manage and perform tasks involving a single contact or multiple contacts. Each action button corresponds to a specific function, streamlining the handling of your contacts and ensuring that your database remains organized and up-to-date.

Here is the Overview of Quick action buttons, you will learn more about each action and how it's been used in subsequent guides.

Add Contact

Just one click of the '+' button on the top left of the contacts page, you can also manually input any contact information!

Pipeline Change

Change the Pipeline stage of your contact quickly and easily without having to exit the Smart list section.

Add to Campaign/workflow

You can add your chosen contacts to Campaigns/Workflows in much less time than it would have taken using the quick action button.

Send SMS 

With this feature, you can tailor your text messages according to certain groups or individuals instead of wasting time jotting down their information one by one.

Send Email

The send email button enables you to quickly send an email message to a single contact or multiple contacts in one go.

Add/Remove Tag

This option allows you to effectively Add or Erase any applied tags in just one click.

Delete Contact

You can easily select the contacts in question and simply use the delete contact button. This can come in handy if ever need quick simplification of your Contacts list!

Send Review Request

You can easily select the contact(s) and click the 'Send Review Requests' button to get your client reviews.

Export/Import Contacts

Select the Import or Export contacts button to instantly import or export anything from a single contact to an entire group of contacts – all with no hassle. In an instant, your spreadsheet will be loaded up and ready to get you one step closer to maximum efficiency.

Merge Contacts

When you have multiple contacts that are the same person you can utilize the helpful ‘merge contacts’ button to combine them into a comprehensive record.