Performing group operations

Group operations allow you to save time while managing your contacts within the CRM module. Use them to delete multiple contacts at once, create new tasks, send an email, or add a tag. Read the instructions below to learn how to do that.

Quick Start

To perform one of the group operations with your contacts, follow the steps below:

Sign in to your portal using your login details.
Click the CRM link on the start page. The contacts list will open by default.
Select the checkboxes next to the contacts you want to perform an operation with. If you want to select all the contacts from the list, select the checkbox above the list.
Click the button you need 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 multiple identical tasks linked with different contacts.
- Delete to delete the selected contacts from your client database.

After that, the operation will be performed with the selected contacts from your contacts list.

Additional Information

Availability of the Send Email button

If you cannot find the Send Email button, you probably do not have administrator rights on your portal. This feature is available to portal or module administrators only.

Selecting an option after clicking Send Email

Refer to the Administration Guides section of our Help Center to read further instructions.