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WooSender's "Actions for Selected Contact(s)" feature allows users to perform targeted actions on specific contacts, streamlining workflow and saving time. This capability enhances efficiency in customer management.
How to Assign a Contact to a Campaign
Go to the Contacts
Check the empty box beside it
The assigned Campaign Box will appear
Choose the Campaign you wish to assign to the contact
How to Assign a User to a Contact
Go to the Contacts page
Check the white box beside the contacts name
Assign User Button will pop up
Choose the user you want this contact to be assigned to
How to Set custom info
Go to the Contact Page
Check the white box beside the Contact(s) name
Select Custom Info
Choose Which Custom info you want to add to the Contact
Enter the information
Click the Save button
How to Add tags
Go to the Contact Page
Check the empty box next to the Contact Name
Select the Add Tags Button
Choose Tag
Click Add
How to Add an Opportunity
Go to the Contact Page
Check Off the White Box (beside the contacts name)
Select Add Opportunity button
Fill Out Opportunity info
Click the Add Button
How to Delete a Contact
Go to the Contact Page
Check the empty box beside the contact you want to delete
The Delete button will pop up - Click it to delete the contact
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