Manage and export in bulk

Once you have hundreds of contacts, the list stops being something to look at and becomes something to work with: you arrange what you see, filter, and act on many at once.

Arrange the columns

With Columns you choose what to show and in what order. You can show or hide Phone, Email, ID, Company, Segment, Assigned to, Conv., Activity and Created, drag them to reorder, and your layout is remembered on any device.

Find with views and filters

Up top, the views stop you at a group with one click: All, Mine, Unassigned and No conversation. The search box finds by name, phone, email, ID or company, and the segment, assignee, company and date filters narrow the rest. Whatever the list shows at that moment is what you’ll export or act on in bulk.

Act on many at once

Check the rows with their checkbox — or Select this page — and the Bulk actions bar appears with the selected count. If the filter spans more than one page, the link to select all matching extends the action to every one. From the bar you can:

• Move to segment… — group them for campaigns or pricing.
• Assign to… — split them among your team.
• Unsubscribe — mark that they no longer want marketing.
• Delete — remove them from the CRM.

Each action asks for confirmation before it applies.

On what matches, not what you see

If you used the link to select all matching the filter, the action hits ALL of them — not just the ones on the visible page. Check the filter before you confirm.

Export to CSV

The Export button downloads exactly the view you have filtered as a CSV — handy for backups or to work the list elsewhere. Exporting is an Owner or Admin action, and the business must have it enabled: if you see Export is disabled. An admin can enable it in Settings → Security., ask an admin to turn it on.

Result

Note

The list works at your pace: you see only the columns that matter, filter to the exact group, and move, assign or export it in a single pass.

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