Bulk Actions
7 articles56 explained images
Adding Contact Tags to Multiple Contacts
This article will show you how to quickly apply tags to multiple contacts using "Add Tags" feature. Whether you’re organizing leads by lifecycle stage, segmenting users for campaigns, or flagging contacts for…
3 min7Removing Contact Tags From Multiple Contacts
This article will show you how to remove tags from multiple contacts at once using the “Remove Tags” bulk action. Whether you’re cleaning up outdated segments, restructuring your CRM, or clearing contact metadata, this…
3 min9Importing Contacts and Opportunities via CSV
Importing contacts and opportunities in bulk using a CSV file is an essential feature in GHL Customer Care that helps streamline data entry and organization. You can map fields, create or update records, and monitor the…
5 min8New Drip Mode Architecture for Bulk Actions
Easily pace your high-volume outreach with GHL Customer Care’s improved Drip Mode for Bulk Actions. The new architecture delivers rock-solid reliability, supports schedules longer than 30 days, and works consistently…
4 min2Bulk Actions For Contacts & SmartLists
The Bulk Actions page now uses GHL Customer Care’s unified UX for faster filtering, clearer status tracking, and one-click access to job metrics and error logs—so you can audit, troubleshoot, and, when applicable…
5 min9Contacts - Export as CSV Upgrade
Exporting contacts from GHL Customer Care is a simple process that allows you to download and store customer information for various purposes. Whether you need to back up your contact list, migrate data to another CRM…
4 min11How to Add Contacts in Bulk to a Workflow
This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature. You’ll find a step-by-step guide, details on the available scheduling modes…
5 min10