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Adding Contacts to a Workflow all at once | Pink Suite

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Adding Contacts to a Workflow all at once

This guide simplifies the process of managing contacts and integrating them into workflows. Learn how to select individual or multiple contacts, confirm actions, choose workflow options, and track progress with detailed descriptions. Perfect for streamlining operations and enhancing workflow efficiency.

1. Begin by clicking here to proceed.

1 To commence, click on the element.

2. Next, select 'Contact Management' to manage your contacts.

2 After that, click on "contact management".

3. Then, choose 'My Contacts' to view all of them.

3 Click on "My Contacts".

4. Now, select a specific contact from the list.

4 Click here.

5. Afterwards, opt to select another contact.

5 Click here.

6. Alternatively, click here to select all contacts on this page.

6 Following that, click here.

7. Or click here to select all contacts system-wide.

7 Afterwards, click on the element.

8. Next, choose to add the selected contacts to a workflow.

8 Upload

9. Proceed by clicking 'Ok, proceed' to confirm.

9 After that, click on "Ok, proceed".

10. Now, select a specific workflow option.

10 Click on "Add all at once".

11. Then, choose 'Add all at once' for the workflow option.

11 Upload

12. Next, enter a description for your action for tracking purposes.

12 Click on the element.

13. Finally, click here to complete the process and finalize adding contacts to the workflow.

13 Click on "Cancel".

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