Help centreAdditional actions
Keep contacts, companies and sales opportunities together. Follow conversations from enquiry to a confirmed outcome.
Steps
Open Additional actions, choose the specific workflow, review its inputs and run it once. Check the resulting records before repeating an action.
Bring your contacts together
Paste one contact per line. Use email, first name, last name and job title separated by tabs. Existing emails are skipped.
- Contact rows
Import contacts
Preview an audience
See which contacts match the rules in a saved segment.
- Segment
Preview segment
Anonymize a contact
Remove the contact’s identity and withdraw their recorded consent.
- Contact
- Type ERASE to confirm
Anonymize contact
If something is missing
Check the selected event, your role and the enabled modules. If an action fails, keep the entered details and review the error before retrying. Ask an administrator for access rather than sharing another account.