Copy Contacts Updates

We have went live with 3 exciting updates for the Copy Contact Action.

Toggle : Update contact if it already exists

• If this is enabled and if the contact already exists in the selected sub-account then the contact will be updated in the sub account.

• If the contact is not existing in the sub account then new contact will be created.

Add Tags to Sub-Account

• Organize your contacts effectively by adding multiple tags to newly copied contacts in your selected sub-account. You can choose tags from the source contact information or even create new ones manually.

Skip Copy Contact if Contact does not have Email and Name

• If a contact does not have an Email or a Name then the contact won’t be copied and will be skipped.