Lead Management
What Is Duplicate Management?
How to remove OR merge duplicates?
How to Use the People Section
How to Create Custom Statuses
How can I import custom fields using a CSV file?
Can I assign multiple owners to one lead?
How do I create custom fields or attributes from the People/Company section?
How do I use custom fields when composing an email in the lead profile section?
What are 'Icebreakers' in Breakcold?
How do I create, edit, and reply to notes?
How to Add & Remove Leads to a Pipeline
What is Lead Source Tracking?
What can I customize in the table view?
Can I filter leads using custom attributes?
Are custom attributes available in the API, Zapier, and Make?
What is “Last Interaction”?
How does “Last Interaction” work?
Where can I manage lead custom and native attributes?
How do I export leads from the People section in Breakcold?
What is Connection Strength and how does it work?
How to Filter Leads by Connection Strength
Can I upload files to a lead, company, or deal in Breakcold?
Can I import my leads and make sure they are mapped to existing companies in Breakcold?
Is there a limit when uploading a file?
What file types are supported for uploading?
Can I filter files by the most recently added?
Can I search for a file by name?
Can I customize the view of my files?
Can I rename the file that I uploaded?
How to add a lead to a company
How to Create a Company?
Is a company created automatically when I import a lead?
Can I import companies in bulk?
How does the ‘People’ section of a company work?
Where can I manage company custom and native attributes?
What is a company in Breakcold?
Can I add a company via the LinkedIn extension?
How do I export companies in Breakcold?
How to Duplicate a List
What is a list in Breakcold
Can I add the same lead to multiple lists?
How do I remove a lead from a list?
How do I rename a list?
How to Delete a List
Can I import contacts or leads into a list?
How do I filter or sort a list?
Can I automate actions based on a list?
How do I export a list to CSV or Excel?
Why can’t I see some leads in my list?
Can I create dynamic lists that update automatically?
What happens if I remove a lead from a list—are they deleted completely?
How do bulk actions work on lists?
What’s the difference between a list and a segment?
Where can I reorder the list for People, Company, Pipeline, and Deal all in one go?
How to Use the Sales Pipeline
How to Change Currency in Your Sales Pipeline
How to Customize Your Pipeline
What Do the Percentages Mean?
Why Are Some Leads Missing a Status?
What is Lead Chance of closing (%) in the pipeline?
What are the bulk functions available in the pipeline?
How to Identify or Set the Status Type in Your Pipeline
How can I make it so that when a lead is added to my pipeline, it appears at the top instead of randomly in the list?
Can I add leads directly in the pipeline?
How can I add a deal to the pipeline?
How can I check when a lead was added to the pipeline?
Why export works but import doesn’t in Pipeline
What is the 'Activity' Section in Breakcold?
Where can I view all lead activity?
Can I filter leads based on recent activity?
How is activity tracked in Breakcold?
Can I see team members’ activity?
Why isn’t an activity showing up?
How do I manually add an activity?
What counts as an activity?
Is activity synced across integrations (like Gmail or LinkedIn)?
Can I export activity logs?
What Is Quick Search?
Is there a shortcut for quick searching?
How do I sort leads or companies by latest update or creation date?
How can I filter leads by List or Pipeline Status?
Can I filter my Email and LinkedIn inboxes?
How do I search for leads quickly?
Can I sort leads by score or engagement level?
Is it possible to customize the sort order in my lead list?
Does sorting affect filtering or search results?
Are there filters available for specific tags and/or custom fields?
How can I save or apply multiple filters at once?
Can I filter leads based on activity or last interaction date?
Can I search across all leads and companies at once?
How do I filter search results after performing a search?
What is the Multiple Deals feature?
Why would I need multiple deals for one contact?
Can each deal have its own stage and value?
Can I add more than one deal to the same lead?
Will this affect my current pipeline setup?
Is the Multiple Deals feature available to all users or only on certain plans?
How to Add a Deal in Breakcold
Can I see past deals I've added?
How can I delete multiple deals at once?
Can I add or remove tags from multiple deals at once?
How can I edit the tag on my existing deals?
How do I change the status of multiple deals in one go?
Can I assign multiple deals to a specific owner or team member at once?
Can I filter deals by tags when working with multiple deals?
Can I export or import data for multiple deals at once?
How do I generate reports based on multiple selected deals?
Will bulk changes on deals trigger notifications?
Are there permission restrictions on who can perform bulk actions on deals?
Is there an undo option if I accidentally delete multiple deals?
Are bulk delete actions on Deals permanent or reversible?
Can I automate bulk deal updates through integrations?
Is the multiple deals feature still in beta?
Can I attach multiple leads or companies to a deal?
Where can I create and customize my deal attributes or properties?