Bulk Actions

Thank you everyone at HL for all you do! Merging Contacts via the mobile app would be helpful, particularly due to Contacts often DMing via Instagram, as well as their SMS. The ability to merge contacts via mobile will help greatly with clean up. On another note; thank you all immensely for how you've evolved this app/service over the past 2 years (esp on Calendars). It's taken must patience, but I can really see things are coming together wonderfully.

Right now, you can only add tags to newly created contacts as part of the bulk import process. I would like the ability to do this for contacts that were updated as part of the upload, as well.

Adding a confirmation dialog box appearing when attempting to send out an SMS message. Description of issue encountered __________________________________ While working early this morning (6:00 AM), I intended to schedule an SMS campaign for later in the morning but accidentally clicked "Send Now" instead of the scheduling option. The message was sent immediately without any confirmation prompt, resulting in SMS messages being delivered to recipients outside of appropriate business hours. Proposed Solutions _____________________________________________________ Option 1: Send Confirmation Dialog (Recommended) Implement a confirmation window that appears when users click "Send Now" with the following elements: Clear confirmation message: "Are you sure you want to send this SMS campaign immediately?" Display recipient count and current time Two clear action buttons: "Yes, Send Now" and "Cancel" Optional: Brief preview of the message content Option 2: Business Hours Protection _____________________________________________________ Create a system-level safety feature that includes: Automatic detection of business hours based on the operating country/time zone Prevention of bulk SMS sends outside of defined business hours (e.g., 8:00 AM - 6:00 PM) Override capability for urgent communications with additional confirmation Automatic scheduling suggestion when users attempt to send outside business hours Business Benefits _____________________ Improved Customer Experience: Prevents SMS messages from being sent at inappropriate times Compliance: Helps ensure adherence to communication best practices and potential regulations Error Prevention: Reduces costly mistakes from accidental sends Professional Standards: Maintains appropriate business communication timing

After Bulk Email (SMS, etc), be able to multi-select Delivered (Unopened for example) to resent email... Various stages may need further bulk actions... need to be able to select contacts and have further actions available to "reprocess" as new bulk process.

Currently there is no way to delete a specific or multiple call logs. This would be great for longer calls to reduce fees and also for the ability to remove calls that contain personal information that should no longer be stored in the CRM.

It would be nice to send messages in bulk via DM on IG and FB from people who enters the pipeline

Be able to use a custom value inside a workflow to attach unique images that are contact specific, using the attachment button inside the workflow node. For instance, if I am reactivating direct mail leads, we should be able to use custom values inside a workflow to auto populate an image of the physical form they filled out, not a link to the image. This would assist greatly with both conversion and compliance.

It is not possible to see or edit the content of a bulk email message until the campaign starts sending and that is only if you look at one of the contact records. I had to change mail provider. Now I dont know what is in the campaigns I already built and scheduled, but havent sent, yet. I was told since they were built when the previous service was in place they will still send with that service. So, now I have to cancel them and not only reschedule, but re-create the entire emails, too.

As the title says, instead of only being able to grab the last note left on the contact it would be great to export all notes left on that contact. Last note isn't always enough for the context needed on leads/clients.

It'd be great to be able to add tags to contacts based on how they respond to an email campaign. Right now you can see all contact who opened/clicked but there's no option to bulk add a tag to these contacts. It'd help with segmenting audiences based on their interests (which email topics they engaged with previously), ensuring a lower unsubscribe rate and higher open rates.