How To Bulk Move Contacts In CRM Pipeline/Project
Last updated
Last updated
Login to your account via https://crm-pipeline.kuasa.io/.
Click CRM Pipeline.
Click on All Projects.
Select the project you want to work on.
Select Bulk Move by clicking the 3 dots icon.
Select the contacts you want to transfer. Click Continue Moving.
Choose where you want to transfer the contacts.
If the location is correct, click Yes, I confirm.
Congratulations! You have successfully transferred contacts in bulk.