• Bulk Actions - Import and Export Contacts

  The Bulk Actions feature in your Contacts/Smart Lists section is designed for efficiency, allowing you to handle multiple actions for selected contacts or even your entire contact list. Here's a step-by-step breakdown: Step 1: Choose Your Contacts Navigate to your contacts section. To select specific contact records, check the appropriate box. For a broader selecFew readers

• Managing Your Tasks Tab

  The dedicated Tasks tab lets you view a list of all your tasks so you can easily manage them for your business. This feature lets you view, create, edit, search, and filter your Tasks. Step 1: Create a Task Navigate to Contacts >Tasks Click “+New Task” in the top right corner Fill out the popup that appears: (https://storage.crisp.chat/users/helpdesk/website/Few readers

• Bulk Actions - Deleting Contacts

  Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to delete contacts using the bulk action feature: Step 1: Choose Your Contacts Navigate to your contacts. Check the box to select contact records. You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in HUXLEY. (https://storage.crisp.chat/users/helpdesk/website/-/6Few readers

• How The Sticky Contact Feature Works

  Sticky Contact Functionality: Saves cookies from a lead to retain their information. Syncs all previously entered information across multiple forms and surveys. Useful for: Initial opt-in leading to a calendar or appointment page. Managing a 2-step order form process. Note: If several people use the same browser to complete the same form, calendar entry, survey, or order and sticky contacts are turned on, their details will replace each other for the same contact recFew readers

• Using the Bulk Action Features

  Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From sending an email or SMS to updating the pipeline stage and more, follow the steps below to learn how to use this feature. NOTE: Deleting Contacts / Importing / Exporting / Merging Contacts, are only available for Account admins. Account users cannot Delete, Import, Export, Merge contacts. (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• How to Navigate Contact Records

  Every contact record has three parts: Contact, General Info, and Additional Info. If you click on a contact record, you can view the person's full profile/card. This will give you a great overview of their pertinent contact information, the communication you’ve had with them, and a quick snapshot of their history in HUXLEY. You can also add and view what company they are a part of. (https://storage.crisp.chat/users/helpdesk/website/-/b/5/3/5/b5358a9cd2de380/0d098733-57b8-41ee-b4cc-fdba428rzFew readers

• How to Restore Deleted Contacts

  Within the Contact section of HUXLEY, you may delete contacts from time to time for various reasons. Perhaps the information is outdated, they’re no longer a customer, the lead went ‘cold’, etc. You may accidentally delete someone you didn’t mean to delete, and you can restore that deleted contact into the HUXLEY. Here’s how: Step 1: Deleting Contacts Within the Contacts section you may check one or more records, click the trashcan icon, and delete the record(s). You may also delete an indFew readers

• Bulk Actions - Add or Remove Tags

  Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to add or remove tags using the bulk action feature: Step 1: Choose Your Contacts Navigate to your contacts. Check the box to select contact records. You can also check the box at the top to select all on that pFew readers

• How to Allow or Prevent Duplicate Contacts

  This tutorial will show you how to allow or prevent duplicate contacts within HUXLEY. To learn more about importing contacts, visit the article "How To Import and Export Contacts" for step-by-step guidance. Step-by-Step Guide: Navigate to Settings Business ProfileContact Deduplication Preferences. (https://storage.crisp.chat/users/helpdesk/website/-/c/Few readers

• How To Add a Tag to New Contact List Import

  Adding a tag to a contact record is a great way to organize your contacts. When importing a new list of contacts, you may want to include one or multiple tags for all or some of the contacts in the list. Below we'll show you the two ways you can add a tag (or multiple) to a new contact list import. Option 1: This option is recommended if you have multiple and/or different tags to apply to the contacts in the list being imported. In the .csv file, have a column titled "Tags" and include aFew readers