Queuing Contacts

How to create a queue in order to perform an action on one or more contacts.

Written by Matteo Silla

Last published at: January 28th, 2025

To queue all your contacts from a specific search, select the first check box at the top of the search results. This will queue all contacts on that page.

It is also possible to select specific contacts instead of selecting them all by checking the box in the column to the left of each contact.


NOTE: 
The contacts selected will remain queued even if you perform a new search, move to the next page, or log out of your account!


How to queue contacts:

Once you have several contacts selected, click the drop-down menu next to Queue Options:


You will find the following options:


  • Clear Queue: Clear the selection of contacts you have made.

  • View Queue: Review which contacts have been selected. This can be useful if you have selected from multiple pages. Clicking the X below the Options column will remove the contact from your queue.

  • Add to Contact Group: Create a contact group for selected contacts or add them to an existing group.
  • Move to other Contact Group: Move selected contacts to an existing contact group.
  • Remove from Contact Group: Remove selected contacts from an existing contact group.
  • Merge: Merge the selected contacts into one contact. You will have to select the contact/column with the most amount of accurate information by clicking the small circle to the left of their name. Then, you can select specific boxes from either contact's column to be used in the final version. The selected contact details will be highlighted in blue. You can also edit the information by typing directly into the fields you wish to change.

  • Export Address Labels: Generate a PDF of contact and associated company address labels. You can change what information is included by clicking the "Create Template" button.

  • Export Photos: Create a PDF of your contacts' photos, full name and affiliation. You can change the size of the photos by creating a new template. Click "Layout Preferences" to select what information is included for each contact.

  • Export for updates: Download an excel file efficiently to update information for selected contacts in bulk. (Here you can find an article explaining how)

  • Update Associated Company: Change the company these contacts are associated with. You can decide to change only the company name, or the company and address details.

  • Archive Queue: Archive selected contacts. Archived contacts can be restored and can be found in the Data Privacy Manager.