How to access the bulk actions?
How to access the bulk actions?
To use the available actions, navigate to the CRM.
Here, you can select multiple leads using the checkbox at the top.
Alternatively, you can use the checkboxes next to the lead names to select or deselect multiple leads.
To select all leads, not just the current page, click Select All.
Then click on Bulk Action. Here, you will find various actions available.
Download CSV
Download CSV
To export the selected leads to a CSV file, click Export CSV.
You can then use the file outside of dealcode, for example, to upload the leads to other systems.
The number in brackets indicates the number of selected leads.
Update Contact Information
Update Contact Information
To update the mail-address of leads, click on Update Contact Information.
A window will then appear with information about token usage. Once you have confirmed the search, the search for the current contact details will start. This may take a few minutes.
💡 We recommend updating the contact details of leads that are older than 6 months before using them for new campaigns.
Search Phone Numbers
Search Phone Numbers
To search fot the pohne numbers of leads, click on Search Pohne Numbers.
A window will then appear with information about token usage. Once you have confirmed the search, the search for the current contact details will start. This may take a few minutes.
💡 Since searching for phone numbers is more expensive and usually only a certain number of leads can actually be contacted by phone, we recommend prioritizing accordingly.
Delete Leads
Delete Leads
To delete the selected leads, click on Delete Lead.
To prevent accidental deletion of leads, a pop-up window appears in which you must confirm the deletion.
❗ Attention! Deleted leads cannot be restored. So think carefully before you permanently delete leads.