- Send Email
- Add Tags
- Remove Tags
- Update Field
- Change Owner
- Delete
- Export
Send Email
You can send bulk emails to the contacts in your Bigin account.
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The recipient of the bulk email cannot view other recipient's email address.
To send an email to a group of records
- Go to the Contacts module.
- Select the view from which you would like to select the records.
- Select the records to whom you would like to send an email by enabling the checkbox.
- Click Send Email.
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- Compose your message and click Send.
You can choose to add Tags to a set of records in your Bigin account. If a record has an existing tag, you can choose to overwrite the existing tag with the new one.
To add tags
- Select the records to which you would like to add Tags.
- Click More > Add Tags.
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- In the Add Tags popup, enter the tags that you would like to add to the selected records.
- Enable the checkbox to overwrite existing tags with the new tags that you have entered.
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You can choose to remove the tags that were added to the records in a module.
To remove tags
- Select the records to which you would like to remove tags.
- Click More > Remove Tags.
- Select the tags that you would like to remove and click Remove.
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Update Field
You can choose to update the data present in a field for multiple records in one go.
To update field
- Select the records whose chosen field you would like to update.
- Click More > Update Field.
- Select a field from the drop-down list.
- Enter the new field entry and click Save.
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Change Owner
Every record in the contacts module will have an owner associated with them. You can choose to change the owner for a bunch of records in a single go. If you have open activities to these records, you can choose to move them as well, while changing the owner.
To change owner
- Select the records whose owner you would like to change.
- Click More > Change Owner.
- Select the Owner from the Change Owner drop-down list.
- Enable the checkbox to assign open activities to the new owner.
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Delete Records
This allows you to delete more than one record at a time.
To delete records
- Select the records that you would like to delete.
- Click More > Delete.
- Click Move to Recycle Bin in the popup.
Export
At times you may want to get a copy of selected records in your Bigin account. When that is the case, simply select the records, click More > Export.