Contacts: Assign Lifecycle stages in bulk
Nicolas Piedra
Business Problem:
Manually updating lifecycle stages for a large number of contacts is inefficient and time-consuming when you have many contacts.
Desired Outcome:
The ability to bulk edit the lifecycle field in contacts module.
Use Cases:
- Moving actual customer data into appropriate lifecycle stages.
Workaround:
Use the Import Contact feature to update the lifecycle stages.
Y
Yihui Chan
Merged in a post:
Massive Life Cycles
R
Rod Arui
To be able to relate already filtered customers to the different life cycles in a massive way, not individually.