The contact selection cart is a powerful tool for managing multiple contacts at once. Here’s a step-by-step guide on how to use it effectively:
Video tutorial linked HERE.
1. Adding Contacts to the Selection Cart
In the contact list, click the checkbox next to the contact's name to add them to the selection cart.
Alternatively, you can enter the contact’s detail page and click the checkbox there to add them.
2. Viewing the Selection Cart
Click the cart icon to expand or collapse the selection cart and see the contacts you've selected.
3. Deselecting Contacts
To remove a contact from the cart, click on their avatar in the selection cart, or uncheck the box next to their name in the contact grid.
You can also deselect a contact from their detail page by clicking the checkbox again.
4. Performing Actions on Selected Contacts
Once contacts are in the selection cart, you can:
Reassign the contacts to a different user.
Add to List to organize contacts into a specific group.
Add Tags to categorize your contacts.
Email the selected contacts.
Archive the contacts to remove them from active view.
5. Clearing the Selection Cart
To empty the selection cart, simply click the red CLEAR button.
