Contact Data Tools
Once your contacts have been added to your GreenRope account, there are various tools available to you.
Group Assigner
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The Group Assigner tool allows you to do the following actions:
Make Inactive: You can quickly mark the contacts within the group you are in inactive.
Remove: You can quickly remove contacts from the group that you are currently in.
Add to Group: You can quickly add contacts to the group you are in.
Delete Contacts
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Use this area to quickly delete contacts that match the specific search criteria.
Clean
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The following cleaning tools are available to you for the contacts in the group you are in (displayed in the group drop-down list). Once you have clicked on one of the cleaning options, the system will provide you a preview before the action is confirmed.
Delete Contacts With No Names or Emails
Delete Contacts With No Email Addresses
Delete Contacts with Known Invalid Email Addresses
Delete Contacts Not In Any Group
Delete Contacts, Including Bounced Contacts, Not In Any Groups
Remove All Contacts From This Group
Remove Bounced Contacts From This Group
Reset Bounced Contacts In This Group To Valid Contact Status
Merge/Remove Duplicate Contacts
Please note that when using the Merge/Remove Duplicate Contacts option you are actually deleting the contact checked off as opposed to merging all the data into the one specified contact record. That functionality is not currently available. If you want all the contact information saved into the one specific contact record, you would need to update the contact information within the record itself.
Fix Names In Your Contacts
Set All Contacts In This Group To Active Status
Set All Contacts In This Group To Inactive Status
Remove Companies With No Contacts, CRM Activities Or Opportunities
Merge This Group’s Contact Data With Company Data
Edit Tags/Positions
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Use this area to edit the tags and positions as you learned about in a previous module.
Remove From Group
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Use this area to quickly upload a list of contacts who should be removed from the group you are currently in. Create a .txt file where each row represents a contact by their email address.
Group Combiner/Excluder
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Use this area to either add contacts to the group you are in who are currently in another group or remove contacts from the group you are in who are currently in another group or no groups.
Labels
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You can generate labels in PDF form that can be printed by any printer. The PDF that is generated is 8.5" x 11" with labels in 3 columns. Labels will fit with Avery 8250 paper or equivalent. The labels printed will be every contact within the current group selected above who have valid mailing addresses.
Note that when printing from PDF, do not check the "fit to page" checkbox.
Map
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You can view on a map where the contacts in the group you are in are located. From this view, you can click on any of the markers to view the contact’s record.