Bulk Actions
Adding Contact Tags to Multiple Contacts
This article will show you how to quickly apply tags to multiple contacts using "Add Tags" feature.
Read guideAdaptive AI · By Adaptation Living LLC
Bulk Actions
Update, message, tag, export, or enroll many contacts at once.
8 guides in this area
Step-by-step library
Guides for Bulk Actions
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Bulk Actions
Bulk Actions For Contacts & SmartLists
The Bulk Actions page now uses Adaptive AI’s unified UX for faster filtering, clearer status tracking, and one-click access to job metrics and error logs—so…
Read guideBulk Actions
How to Add Contacts in Bulk to a Workflow
This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature.
Read guideBulk Actions
Removing Contact Tags From Multiple Contacts
This article will show you how to remove tags from multiple contacts at once using the “Remove Tags” bulk action.
Read guideCustom Objects
Bulk Import Custom Object Records (CSV) with Bulk Actions
Bulk importing Custom Object records lets you quickly onboard large datasets while maintaining clean, conflict-free records.
Read guideBulk Actions for Opportunities
Bulk Actions for Opportunity Cards
Take control of your sales pipeline with the Bulk Actions feature in Adaptive AI’s Opportunities Kanban/Card view.
Read guideQR Codes
QR Code Bulk Actions, Renaming & Copy Link Shortcut
Take control of large QR-code libraries in less time. From the QR Codes List View, you can now multi‑select QR Codes to move, download, or delete, rename…
Read guideBulk Actions
Importing Contacts and Opportunities via CSV
Importing contacts and opportunities in bulk using a CSV file is an essential feature in Adaptive AI that helps streamline data entry and organization.
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