Updating your contacts in bulk helps you stay organized and efficiently manage your Selling System. Follow the steps below to add or remove multiple contacts at once.
Go to the "Contacts" Tab
Navigate to the top menu and click on Contacts> All
2. Click the "Update" Icon
From the toolbar above your contact list, click the pencil/edit icon to open the “Update Contacts” window.
3. Add to the Selling System
Under the “Add/Remove Selling System” section:
In the “Add contacts to selling system” field, select the appropriate category (e.g.,
Promoter).Remove from ‘Uncategorized’
In the “Remove contacts from Selling System” field, type and select
Uncategorized.
4. (Optional) Add/Remove Tags or Accounts
You can also assign tags or accounts in this window if needed.
5. Click "Save"
Once all desired changes are made, click the Save button at the bottom right.
Pro tip: Make it a habit to regularly review and update your contacts as your pipeline grows. A clean system is a productive system!
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist. -Accountable Support