People
Are custom attributes available in the API, Zapier, and Make?
Can I search for a file by name?
Where can I manage lead custom and native attributes?
How do I export leads from the People section in Breakcold?
How do I use custom fields when composing an email in the lead profile section?
Is there a limit when uploading a file?
Can I filter files by the most recently added?
How do I create, edit, and reply to notes?
How does “Last Interaction” work?
Can I customize the view of my files?
Can I upload files to a lead, company, or deal in Breakcold?
How to Add & Remove Leads to a Pipeline
Can I filter leads using custom attributes?
What is Connection Strength and how does it work?
How can I send my email, WhatsApp, LinkedIn, and Telegram messages from the lead view?
What file types are supported for uploading?
How to Filter Leads by Connection Strength
How to Use the People Section
Can I import my leads and make sure they are mapped to existing companies in Breakcold?
What can I customize in the table view?
What are 'Icebreakers' in Breakcold?
What is “Last Interaction”?
What is Lead Source Tracking?
Can I rename the file that I uploaded?
Activity
How is activity tracked in Breakcold?
What counts as an activity?
Where can I view all lead activity?
Is activity synced across integrations (like Gmail or LinkedIn)?
Can I filter leads based on recent activity?
Can I see team members’ activity?
What is the 'Activity' Section in Breakcold?
Can I export activity logs?
Pipeline
Why export works but import doesn’t in Pipeline
Why Are Some Leads Missing a Status?
How to Identify or Set the Status Type in Your Pipeline
What is Lead Chance of closing (%) in the pipeline?
How can I make it so that when a lead is added to my pipeline, it appears at the top instead of randomly in the list?
How can I add a deal to the pipeline?
How to Change Currency in Your Sales Pipeline
How to Customize Your Pipeline
What Do the Percentages Mean?
How can I check when a lead was added to the pipeline?
What are the bulk functions available in the pipeline?
How to Use the Sales Pipeline
Can I add leads directly in the pipeline?
Tags
How to Bulk Add Tags to Contacts/Leads?
Is it possible to create tags from the list view?
How do I add a tag to a lead?
Can I filter leads or conversations by tag?
Can tags be applied automatically?
Are tags shared across team members?
Can I manage my tags in one place without going to lead profile?
How can I create a new tag on a lead?
How do I edit a tag?
Can I bulk remove tags from leads?
Company
How do I export companies in Breakcold?
What is a company in Breakcold?
Can I import a contact and company at the same time? Will Breakcold automatically create both?
Where can I manage company custom and native attributes?
How does the ‘People’ section of a company work?
Can I add a company via the LinkedIn extension?
How to Create a Company?
Can I import companies in bulk?
How to add a lead to a company
Search, Filter & Sort
Is there a shortcut for quick searching?
Can I filter leads based on activity or last interaction date?
Is it possible to customize the sort order in my lead list?
How do I filter search results after performing a search?
How do I search for leads quickly?
Are there filters available for specific tags and/or custom fields?
How do I sort leads or companies by latest update or creation date?
How can I filter leads by List or Pipeline Status?
Can I sort leads by score or engagement level?
Does sorting affect filtering or search results?
Can I filter my Email and LinkedIn inboxes?
Can I search across all leads and companies at once?
What Is Quick Search?
How can I save or apply multiple filters at once?
Lists
Can I create dynamic lists that update automatically?
How do I remove a lead from a list?
Why can’t I see some leads in my list?
What happens if I remove a lead from a list—are they deleted completely?
How to Duplicate a List
Can I import contacts or leads into a list?
Can I add the same lead to multiple lists?
How do I export a list to CSV or Excel?
How do bulk actions work on lists?
What is a list in Breakcold
Where can I reorder the list for People, Company, Pipeline, and Deal all in one go?
How do I rename a list?
How do I filter or sort a list?
What’s the difference between a list and a segment?
Can I automate actions based on a list?
How to Delete a List
Deals
What’s the use of linking a contact or company to a deal in Breakcold?
How do I generate reports based on multiple selected deals?
Can I add or remove tags from multiple deals at once?
Will bulk changes on deals trigger notifications?
Is there an undo option if I accidentally delete multiple deals?
Is the Multiple Deals feature available to all users or only on certain plans?
Can I automate bulk deal updates through integrations?
Can I attach multiple leads or companies to a deal?
Can I add more than one deal to the same lead?
Will this affect my current pipeline setup?
What is a Deal in Breakcold?
Can each deal have its own stage and value?
Where can I create and customize my deal attributes or properties?
How do I change the status of multiple deals in one go?
Can I export or import data for multiple deals at once?
How can I delete multiple deals at once?
Why doesn’t a contact’s status or their company’s status carry over to the list field in a deal when you link them?
How can I edit the tag on my existing deals?
Can I assign multiple deals to a specific owner or team member at once?
Can I see past deals I've added?
Are there permission restrictions on who can perform bulk actions on deals?
Is the multiple deals feature still in beta?
Why would I need multiple deals for one contact?
Are bulk delete actions on Deals permanent or reversible?
How to Add a Deal in Breakcold
What is the Multiple Deals feature?