These are the various methods by which you can manage your contacts:
Mass Transfer: You can transfer your records from one user to another. When you do this, all records get transferred to the new owner. You need to have the Mass Transfer profile permission for individual modules to use this feature.
Mass Delete Contacts: You can delete a group of contacts using this tool. For example, you can delete all the contacts for a particular company added in your Contacts.
Mass Update Contacts: You can update details of a group of contacts using this tool.
Mass Email Contacts: In the Free Edition, you can send 50* total confirmed and active users (per day, per organization) for upto 4 users. For accounts with more than 4 users, the limit is 200 emails.
Assignment Rules: Assignment rules will help you automatically assign records to users in Nonprofit Vertical CRM. The assignment rule is only applicable for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured through web forms. You can automatically assign an owner to records based on specific conditions (lead source, country etc) or distribute leads equally among all members of your organization through the round-robin process.
Import My Contacts: You can import contacts from external files in the XLS, CSV or VCF formats, with the size not exceeding 5 MB. You can import the XLS, VCF, or CSV format files up to 5000 records. Beyond 5000 records, you can only use the CSV format files.
Export Contacts: Click on the “Export Contacts” link and you will get an Excel file with all your contacts, in the CSV format. You can save this file in your system.
Autoresponders: You can send automated replies and follow up emails to prospects and customers.
Schedule Mass Email: You want to send bulk emails to selected leads or contacts at a specific time, but will be busy in a meeting then. Use the Mass Email Scheduler to send that email, even in your absence.
Approve Contacts: The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules, but need to be first approved first so the other users can access them. Records can be approved for the Contacts module as well.
De-duplicate Contacts: Find all duplicate records in bulk and merge them as one record. Use the de-duplicate feature to search for all duplicate records in a module based on a selected field's value. You can choose one from the 4 fields that are available based on the selected module. Records with any duplicate in the selected field's value will be listed for you to select and merge, if required.