Understanding and Managing Contacts: A 101 Guide
Master the Contacts tab in AgentMoves: add and import contacts, use smart lists, bulk actions, pipelines, tasks, and custom fields to streamline workflows.
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Editing Pending and Processing Bulk Actions
Learn how to edit Bulk Actions in AgentMoves: check queued vs. processing status, adjust batch sizes in drip mode, and update scheduled communications.
The Company Tab in Contacts
Learn how to use the Contact Companies feature in AgentMoves: add companies, link contacts, manage tasks, notes, custom fields, and streamline organization.
Bulk Actions - Sending Review Requests
Learn how to send bulk review requests in AgentMoves: select contacts, choose email or SMS templates, schedule or drip-send, and boost customer feedback.
Bulk Actions - Pipeline Change
Learn how to bulk update pipelines in AgentMoves: select contacts, set stages, update opportunity statuses, and schedule changes in drip mode if needed.
Bulk Actions - Merge Multiple Contacts
Learn how to bulk merge contacts in AgentMoves: retain emails, set a master record, manage DND preferences, and keep payments and subscriptions intact.
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