Bulk Actions - Deleting Contacts

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to delete contacts using the bulk action feature:

Step 1: Choose Your Contacts 

• Navigate to your contacts.
• Check the box to select contact records.
• You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in Referins.

Step 2: Choose Your Action

• Choose the trashcan icon for “Delete Contacts”.

• This will remove the selected contacts from Referins entirely.

NOTE: deleting any contact will also remove them from Conversation, Notes, Opportunities, Tasks, Appointments, Manual Actions and Campaigns.

Use Cases for Bulk Deleting Contacts

1. Cleaning Up Old or Inactive Contacts
   • Scenario: A company has accumulated a large number of outdated or inactive contacts over time and wants to streamline their database.
   • Action: Use the Bulk Actions feature to select and delete these contacts, freeing up space and ensuring the database remains relevant and manageable.
   • Outcome: The contact list becomes more focused, with only active and relevant contacts retained, improving the efficiency of marketing and communication efforts.
2. Removing Duplicate Contacts
   • Scenario: Duplicate contacts have been mistakenly added to the system, leading to confusion in communication and data management.
   • Action: Identify and select duplicate contacts using the Bulk Actions feature and delete them to maintain a clean and organized contact list.
   • Outcome: The contact list is streamlined, reducing redundancy and ensuring that communications are not duplicated or misdirected

FAQ: Bulk Deleting Contacts

Q1: How do I select multiple contacts for deletion?

A1: To select multiple contacts, follow these steps:

1. Navigate to your contacts section.
2. Check the boxes next to the contacts you wish to select.
3. Alternatively, use the box at the top of the page to select all contacts on that page. To select all contacts in the company, click the hyperlink that allows you to select all contacts in Referins.

Q2: What do I do if I want to delete the selected contacts?

A2: Once you have selected the contacts you want to delete:

1. Choose the trashcan icon which represents the “Delete Contacts” action.
2. Confirm the deletion to remove the selected contacts from Referins entirely.

Q3: What happens if I delete a contact?

A3: Deleting a contact will remove them from:

• Conversations
• Notes
• Opportunities
• Tasks
• Appointments
• Manual Actions
• Campaigns

Q4: What are some common use cases for bulk deleting contacts?

A4:

1. Cleaning Up Old or Inactive Contacts: If your company has accumulated outdated or inactive contacts, you can use the Bulk Actions feature to delete them. This helps streamline your database, making it more relevant and manageable.
2. Removing Duplicate Contacts: If duplicate contacts have been added to your system, use the Bulk Actions feature to select and delete these duplicates. This reduces redundancy and ensures better organization and communication.

Q5: Can I undo a deletion?

A5: Generally, once contacts are deleted using the bulk action feature, the action cannot be undone. Be sure to review your selected contacts carefully before proceeding with deletion.

Q6: How can I ensure I’m only deleting the right contacts?

A6: Double-check your selected contacts before confirming the deletion. You can also use filters or search functions to narrow down your selection to ensure accuracy.