How to Add Contact Management Activities to Contact Lists

 

In BigContacts, you can create sales opportunities, add notes, or assign tasks related to a contact list(s) from a single page.

Additionally, you can add a contact list(s) to an existing or new marketing campaign with few clicks.

Benefits of managing contact lists from a single page:

• Leverage BigContacts robustness to complete multiple activities related to a contact list(s) in a single go.
• Increase efficiency and boost the bottom line by using tools available in BigContacts.

 

Here are different activities you can perform on the contact lists page:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

In this article, you learn:

1. How to Add a Contact List(s) to a Marketing Campaign
2. How to Add Opportunities
3. How to Add a Note
4. How to Assign a Task
5. How to Change List Status
6. How to Export Lists
7. How to Delete Lists

 

How to Add a Contact List(s) to a Marketing Campaign

Step 1: Select the List(s) using the checkbox.

Step 2: Go to Add to Campaign.

 

Step 3: Choose to create a new campaign or add the list(s) to an existing campaign.

• When you click Create New Campaign, a pop-up window opens.

• When you add to a current campaign, you get the confirmation as shown below:

 

How to Add Opportunities

Step 1: Select the List(s) using the checkbox.

Step 2: Click Add Opportunity. A new pop-up window opens.

 

Step 3: Create a unique sales opportunity by editing various form fields.

 

How to Add a Note

Step 1: Select the List(s) using the checkbox,

Step 2: Click  Add Note. A pop-up window opens.

 

 

Step 3: Enter the details of the note and save. 

 

How to Assign a Task

 

Step 1: Select the List(s) using the checkbox.

Step 2: Click Assign Task. A pop-up window opens.

 

 

Step 3: Add the task's details, and it's done.

 

How to Change List Status

Step 1: Select the List(s) using the checkbox.

Step 2: Go to the three vertical dots (or the kebab menu icon). 

Step 3: Click Change Status.

Step 4: Choose from Dynamic or Static to change the selected list(s) status. 

How to Export Lists

Step 1: Select the List(s) using the checkbox.

Step 2: Go to the three vertical dots (or the kebab menu icon).

Step 3: Click Export All. A CSV file will be downloaded containing contacts in the selected list(s).

 

 

How to Delete Lists

 

Step 1: Select the List(s) using the checkbox.

Step 2: Go to the three vertical dots (or the kebab menu icon).

Step 3: Click Delete to remove the selected list(s).

That is all about adding contact management activities to contact lists.