You can perform a range of actions on groups of contacts through the dashboard including:
Adding/Removing tags
Assigning Contacts
Adding comments
Setting Contacts as Prospects
Excluding Prospects
Sharing Contacts by email

If you want to update contacts in bulk, then choose the stream you wish to select contacts from and switch to ‘List View’.

Select one or more contacts, and if needed use the ‘select all’ box. This will select all the contacts that are on screen, but not every contact in the stream. An orange ‘Edit Contacts’ button will appear at the bottom of the screen. Click this.



The bulk update window will pop up with the following options:
Tags: bulk add a particular tag
Assign Visitors: Assign contacts to a particular CANDDi User
Add Comment
Assign Prospect / Exclude: Adds or removes the 'prospect' or 'exclude' tag if they exist in your list
Share Contacts: sends a copy of selected contact profiles to provided email addresses
Advanced Options: In here, you have a 'Merge contacts' and 'Reprocess contacts' options. Merge is used if you find two profiles and you are sure they the same person, you can then manually merge them. Often times CANDDi will do this itself when it is confident that the two profiles are indeed the same person. Reprocess is a way to refresh a contact so if you can see in the activity that a contact has filled in a form, but the details have not been pulled through yet. This is a way to refresh the contact, however, generally CANDDi does not take long to process details.



Remember that all changes will be applied to all of the selected contacts.

Have more questions? Contact us at hello@canddi.com or 0161 414 1080
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