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Create deals in bulk

Hey there, deal-makers! Buckle up because we’ve got some exciting news coming your way. You know how sometimes you wish you could just snap your fingers and create deals in bulk from a bunch of contacts? Well, hold onto your hats because we’ve made it happen!

Picture this: you’ve hosted this amazing live event where you wowed everyone with your product or service. Now, down the line, you want to reconnect and reignite those connections. No problemo! Our feature lets you filter contacts based on whatever tickles your fancy. Whether it’s certain geographic zones, special tags, specific areas, or even contacts created within a particular date range, the options are practically endless!

You hop into the contact table view, feeling like a pro. With our handy search fields in the column headers, you effortlessly narrow down your selection to the exact contacts you need. It’s like playing detective but with a deal-making twist. Once you’ve got your dream team of contacts, you hit that magical “actions” button.

And voilà! The deal creation frenzy begins! You get to choose the contact fields to name your shiny-new deal cards, adding in all the juicy details and information you desire. Oh, and did we mention you can even assign members or labels to these deals? It’s like creating your very own deal squad!

But wait, there’s more! You can also predefine deal data, making it a breeze to stay on top of your game. It’s like having your deals perfectly seasoned and ready to go, no extra effort required.

And just like that, with a few clicks and a sprinkle of magic, you’ve created multiple new deals to conquer the sales landscape. So go forth, my friend, and make those deals rain! It’s time to take your sales process to a whole new level of awesomeness.

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