Filtering Contacts
Click on the hamburger menu > All Contacts. This action opens the contact directory
Choose filters like campaigns, automation status, contact type, and more to refine your contact list.
After setting the desired filters, click Show Contacts to display the contacts that meet your filtering criteria.
Bulk Editing Contacts
Once you've filtered your contacts, click Bulk Edit to modify multiple contacts at once.
In the bulk edit mode, you can:
Change the assignee of the contacts if the original staff member is unavailable.
Shift selected contacts to a different campaign without altering the assignee, or modify both aspects.
Stop or reset the current campaign steps for the contacts.
Refresh the contact's step delay.
Starting Bulk Edit Process
Once you finalize the changes, click Start to begin the edit. ProLine will estimate the time required to complete the task based on the number of contacts.
We suggest you make bulk edits during less busy hours in your ProLine account to avoid delays and bandwidth issues.
Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.