Monthly Archives: October 2010

PlaybookIQ offers several ways to affect multiple contacts at once, saving time in managing contacts.  These include adding and deleting tags, adding a task, assigning a playbook, and managing steps within a playbook.  Now users can also bulk delete contacts. For example, a group of contacts imported from a purchased list have completed all stepsContinue reading “Bulk deleting contacts”

PlaybookIQ now offers bulk marking of contacts private at import.  When mapping fields for import, users can choose to mark imported contacts private. Marking contacts private will allow only the user importing the contacts and the administrator to view the contact and associated information.