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Actualización masiva Lista de contactos

Introducción

Infusionsoft le permite actualizar en masa un campo para una lista de contactos. Esto funciona bien cuando es necesario agregar un campo común a cada contacto de la lista (por ejemplo, cada contacto debe tener el mismo país o código fuente).

Instrucciones paso a paso

1 - Vaya a CRM> Contactos y busque los contactos que desea actualizar.

2 - Una vez que tenga su lista, haga clic en el botón Acciones y seleccione Contactos de actualización masiva en el menú desplegable.
Nota: solo verá esta opción si sus permisos permiten

3 - Marque la casilla de verificación junto al campo (s) que desea actualizar e introduzca la información actualizada en el cuadro Valor.

4 - Haga clic en el botón "Procesar acción" para completar la actualización.

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