Close Help Center CRM CRM. Getting Started People. Getting Started Using tags within the CRM module Creating a website contact form Adding contacts in bulk Keeping contacts up-to-date User guides ONLYOFFICE Workspace General questions ONLYOFFICE Groups ONLYOFFICE Docs ONLYOFFICE Mail ONLYOFFICE Talk ONLYOFFICE Groups Documents Module People Module Community Module CRM Module Projects Module Mail Module Calendar Module Feed Tool ONLYOFFICE Docs All Editors Document Editor Spreadsheet Editor Presentation Editor PDF Editor ONLYOFFICE Mobile Apps ONLYOFFICE Documents for iOS ONLYOFFICE Documents for Android ONLYOFFICE Projects for iOS ONLYOFFICE Projects for Android ONLYOFFICE Web Editors ONLYOFFICE DocSpace Glossary Video FAQ General Technology Pricing Workspace Enterprise Edition Docs Enterprise Edition Docs Developer Edition ONLYOFFICE Groups Connectors Trial period Performing group operations CRM Adding user fields Adjusting contact types Coordinate all aspects of your activities using the online office Creating a new category of history events Creating a website contact form CRM. Getting Started Exporting all CRM data Deleting duplicate contacts More articles Performing group operations Adding contacts in bulk Creating invoices for your clients Exporting CRM database and editing it using spreadsheet editor Keeping contacts up-to-date Linking an opportunity with a project Organizing and tracking a common event Organizing mass mailing Tracking potential sales Manage your customer relations with the online office Setting opportunity stages Specifying tasks categories Using tags within the CRM module ONLYOFFICE Demonstration Calling your customers directly from CRM Setting up the default currency and exchange rates send mass email Performing group operations add tag Performing group operations Keeping contacts up-to-date Mail. Getting Started restrict access to contacts CRM. Getting Started Performing group operations Adding contacts in bulk Keeping contacts up-to-date Manage your customer relations with the online office Want to save time while managing your contacts within the CRM module? Use group operations to delete, create new tasks, send an email, add a tag to several contacts at once! Read the instructions below on how to do that. Bare Bones Instructions To perform one of the group operations with your contacts, please follow the easy steps below: Enter your portal using your login details. Click the CRM link on the start page. The contacts list will open by default. Check the boxes next to the contacts you want to perform an operation with. If you want to select all the contacts from the list, check the box above the list. Click the needed button at the top: Send Email to carry out a bulk mailing. Add Tag to select an existing tag or create a new one and mark the checked contacts with it. Create New Task to create several equal tasks linked with different contacts. Delete to delete the checked contacts from your client database. After that the operation will be performed with the checked contacts from your contacts list. Helpful Hints Why can't I find the 'Send Email' button? Probably you don't have administrator rights on your portal. This feature is available to portal or module administrators only. What option should I select after clicking the 'Send Email' button? Please refer to the Administration Guides section of our Help Center to read further instructions. Download Host on your own server Available for Docker, Windows and Linux You Might Also Like This: Close