People

• How to Use the People Section

  The People section is your main workspace for managing leads in Breakcold. It lets you organize, filter, and take action on your contacts in a way that fits your workflow. (https://downloads.intercomcdn.Some readers

• How to Add & Remove Leads to a Pipeline

  Add Leads to a Pipeline You can’t add leads directly from the pipeline view. Use these methods: Inside Breakcold: Use the status button wherever you see a lead (https://Some readers

• What is “Last Interaction”?

  The Last Interaction refers to the most recent engagement you’ve had with a lead, specifically through email or social DMs. (https://downloads.intercomcdn.com/i/o/x0ovont3/1565551951/bb7540b6b0c347f6a54619fcceSome readers

• What are 'Icebreakers' in Breakcold?

  What are 'Icebreakers'? Icebreakers are short, personalized sentences designed to help you start a conversation with your prospects essentially, they help you "break the ice." In Breakcold, Icebreakers can be used as variables in your email sequences. You can insert them as: A personalized intro line to open your email A friendly PS line to make your message feel more human and tailored Using Icebreakers adds a personal touch to your outreach and can boost your reply rates bySome readers

• How to Filter Leads by Connection Strength

  You can filter your leads by their connection strength to prioritize the ones with stronger engagement. Just use the Connection Strength filter in your lead view to quickly sort leads based on how active your interactions are. (https://downloads.intercomcdn.com/i/o/x0ovont3/1626962949/5c7c439509cd9e15f8efa282c5cd/956d642f-c3e8-4d1b-8306-ba30342968fd.png?expires=1760625000&signature=48a7dbacdae1a3f9fdc6b1d1046c3c28672f71109c31feae5ca12496363a4871&req=dSYlEMB4n4hbUPMW1HO4zZIPSIc2iYQU0HMP6Some readers

• What is Lead Source Tracking?

  Feature Preview What is Lead Source Tracking? Lead Source Tracking shows you which channels bring in leads that actually turn into sSome readers

• Can I import my leads and make sure they are mapped to existing companies in Breakcold?

  Yes! As long as the company name and LinkedIn company URL in your CSV file match those already in Breakcold, the leads will be mapped to the existing companies. (https://downloads.intercomcdn.com/i/o/x0oFew readers

• Where can I manage lead custom and native attributes?

  Where can I manage lead custom and native attributes? Note: For system (native) attributes, only the copy attribute ID and hide options are available. You can manage them by going to Settings Person. From there, you can: Reorder attributes Create custom attributes Edit, hide, or delete attributes Copy the attribute ID (https://downloads.intercomcdn.com/i/o/x0ovont3/1576773775/d53fcfc2c010b80eaea952b6a76f/image.png?expires=1760625000&signature=33009f684c419970Few readers

• How do I export leads from the People section in Breakcold?

  ✅ Tip: If you’ve applied filters (e.g., by tag or pipeline stage), only the filtered leads will be included in the export. To export your leads from the People section: Navigate to the People tab (this is where all your leads are listed) Click the three dots (•••) in the top-right corner of the screen Select Export A CSV file with your lead data will be generated and downloaded (https://downloads.intercomcdn.com/i/o/x0ovont3/1589729651/bab4eea00ec66a8fde23c1023038/image.pnFew readers

• How does “Last Interaction” work?

  It tracks new interactions only, emails and direct messages that are sent, and the data refreshes every 24 hours. We’re working on making it retroactive, so it will eventually include past interactions as well. (https://downloads.intercomcdn.com/i/o/x0ovont3/1555381412/43f8dc2ddb994e5d166ac892baa4/b1da600f-c87e-4bc0-8fb2-9c52fd3ac6ec.png?expires=1760724000&signature=76d3dd2985b541bd51502e7ef732520107e604156dd2b038ec2871e6da15072a&req=dSUiE8p2nIVeW%2FMW3Hu4gSkA3IE0d5R9%2F6Zq2b1V7ys394TRSU1ylFew readers

• How can I send my email, WhatsApp, LinkedIn, and Telegram messages from the lead view?

  You can send them under the Overview section. Go to Last Interaction, and you’ll see a Compose option where you can choose the channel (Email, WhatsApp, LinkedIn, or Telegram) (https://downloads.intercomFew readers

• How do I create, edit, and reply to notes?

  Where to find it Inside each lead's profile, go to the Notes section. What you can do: Create a note: Click the text box and start typing Edit: Hover over your note and click the pencil icon Reply: Click “Reply” under any note to start a thread Tag a teammate: Use @teammember to notify them (https://downloads.intercomcdn.com/i/o/x0ovont3/1550603425/61311f5507f0fe4045a42e38597f/image.png?expires=1760625000&signature=880a4129055c915764163bd3efbda2682c643d9aaFew readers

• Can I filter leads using custom attributes?

  Yes! We've added an advanced filtering system so you can easily find leads based on any custom attribute you’ve setFew readers

• What is Connection Strength and how does it work?

  Connection Strength is automatically calculated based on your Email and LinkedIn interactions with a lead. The score is categorized as follows: None: 0 Weak: 1–25 Medium: 26–49 Good: 50–74 Strong: 75+ Without going too deep into the algorithm, it's designed to reflect real engagement, you won’t be able to “cheat” the score by simply liking all of a lead's LinkedIn posts. Every action is weighted differently depending on the stage of the interaction to keep theFew readers

• Can I rename the file that I uploaded?

  Yes, just hover over the file in grid view. For list view, click on the ellipsis (three dots). You'll see options to rename, download, or delete the file (https://downloads.intercomcdn.com/i/o/x0ovont3Few readers

• Are custom attributes available in the API, Zapier, and Make?

  Yes — custom attributes are now fully supported in our API, as well as Zapier and Make integrations. ⚠️ Note: If you don’t see certain fields in Zapier/Make, it may be because those platforms don’t yet support the specific field type.Few readers

• Can I search for a file by name?

  Yes! There’s a dedicated search box in the Files section to help you quickly find files by name. (https://downloads.intercomcdn.com/i/o/x0ovont3/1648958092/d18ca31b03131d7f0e086e1ef71b/image.png?expires=Few readers

• What can I customize in the table view?

  What can I customize in the table view? You can customize your tables to better suit your workflow: Reorder and rename columns to match your preferences. Create new attributes to capture custom data. View People and Companies separately with distinct table layouts. Note: Not all cells are directly editable yet—you may need to update some fields within the lead’s profile. Sort fields in ascending or descending order (e.g., by lead score from weakest to strongestFew readers

• How do I use custom fields when composing an email in the lead profile section?

  ⚠️ Important Make sure the custom field is not empty, if it's blank, the variable will not populate in the email. Always compose your message from the lead’s profile section, not the general inbox. If you write from the general inbox, the custom field variable will not work properly. Yes, you can use custom fields in your email sequences. Use the "/" key to insert a custom field into your email. Click on the desired field (e.g., /First Name, /Company, /IcebreFew readers

• Can I filter files by the most recently added?

  Absolutely! You can filter alphabetically, by file size, type, and most recently added. (https://downloads.intercomcdn.com/i/o/x0ovont3/1648959664/0a3f9e5ea17452c1e0dbbe9d2183/image.png?expires=1760625000&Few readers

• Can I customize the view of my files?

  Yes, you can switch between grid and list views. (https://downloads.intercomcdn.com/i/o/x0ovont3/1648965809/214abec266ca7351f3739ca89629/image.png?expires=1760625000&signature=680065fdb9a25ce1663f09e04d4c8Few readers

• Can I upload files to a lead, company, or deal in Breakcold?

  Yes, you can now upload files directly from any lead, company, or deal profile. Just go to the profile info section and you’ll see the upload option available there. (https://downloads.intercomFew readers

• Is there a limit when uploading a file?

  Yes, the standard upload limit is 20MB (https://downloads.intercomcdn.com/i/o/x0ovont3/1648961853/e0c3c38af32b8dd0574960891307/image.png?expires=1760625000&signature=6194e49058a02a3e3401f8133ae5e32ae181b0300Few readers

• What file types are supported for uploading?

  We support PDF, DOC, TXT, RTF, and image files. (https://downloads.intercomcdn.com/i/o/x0ovont3/1648961040/20d06921750c00cd3442e8ee7d0a/image.png?expires=1760625000&signature=8a6630d6b12d9b90c2295b6bff6a368dFew readers

Activity

• Where can I view all lead activity?

  You can view all lead activity in the Lead Activity section within the lead profile, as well as in your Social Inbox. Lead Profile View (https://downloads.intercomcdn.com/i/o/x0ovont3/1583569944Few readers

• What is the 'Activity' Section in Breakcold?

  What is the 'Activity' Section The Activity section in Breakcold gives you a complete timeline of everything that’s happened with your leads — all in one place. You can find it by going to your Unified Inboxes and clicking the Activity icon (https://downloads.intercomcdn.com/i/o/x0ovont3/1548080116/10baba7075ec69acd4723e6fba25/image.png?expires=1760724000&signature=ed05f4dc031965791bd49e957435d4e9f495d2d998e73e78c64e3d18af338545&req=dSUjHsl2nYBeX%2FMW3Hu4gacjZgGIymZlXfUgnEfEgFew readers

• What counts as an activity?

  Activities can include emails sent, replies received, LinkedIn interactions, notes added, tasks completed, lead actions, and more. (https://downloads.intercomcdn.com/i/o/x0ovont3/1581309724/43dbf970eabd2Few readers

• Can I export activity logs?

  Not at the moment, exporting activity logs is not supported yet.Few readers

• Can I see team members’ activity?

  Yes, this feature is available on the Custom Plan designed for large enterprises. To enable it or learn more, please contact us at support@breakcold.com.Few readers

• Is activity synced across integrations (like Gmail or LinkedIn)?

  Yes, activity is synced across integrations like Gmail and LinkedIn, as long as the integrations are properly connected. This includes emails, messages, and interactions related to leads.Few readers

• Can I filter leads based on recent activity?

  While you can’t directly filter leads by recent activity, the activity feed is automatically arranged based on the latest actions or events related to each lead so the most recent updates appear first.Few readers

• How is activity tracked in Breakcold?

  Activities are automatically logged when you send emails, receive replies, or interact with a lead. You can also add notes or tasks manually.Few readers

Pipeline

• How to Use the Sales Pipeline

  Quick Summary You can create unlimited sales pipelines each list = one pipeline Leads can be added as People or Companies A single lead can be in multiple pipelines at once The "All Leads" view also has its own pipeline 💡 Tip 1: Try to separate companies and people into different pipelines 💡 Tip 2: Keep it simple with 3–4 pipelines (e.g., Customers, Prospects, Partnerships, Network) Create a Sales Pipeline Option 1: From Scratch CreateSome readers

• How can I add a deal to the pipeline?

  Yes, you can! Go to the pipeline where you want to add the deal. On the pipeline stages, you’ll see a plus (+) option to add your deal. If your deal has multiple people or company linked to it, there’s no need to add each person or company individually, simply link them to the deal, and then add the deal to the pipeline. (https://downloads.intercomcdn.com/i/o/x0ovont3/1641526471/5bce75785a4b0b15bcad428fae6c/image.png?expires=1760625900&signature=0ef628aa81bff555136a0cf7beecc7f25e40c1e18d6eSome readers

• Why export works but import doesn’t in Pipeline

  Pipeline shows leads grouped by stages in a Kanban view, not in a table or tabular format. Import requires data in a table format to map fields correctly, so it can’t work with Pipeline. Export is easier because the system can convert Pipeline data into a table format when exporting.Some readers

• Why Are Some Leads Missing a Status?

  Why Are Some Leads Missing a Status? If a lead has no visible status but shows up with a count, they’re probably in a pipeline in another list.Few readers

• How to Identify or Set the Status Type in Your Pipeline

  How to Identify or Set the Status Type in Your Pipeline When editing your pipeline stages, you'll see a status type selector or label next to each stage. This helps you identify or assign the type of status: Deal Won – Marked with a “Won” label. This indicates a successfully closed deal. Deal Lost – Marked with a “Lost” label. Used for deals that didn’t go through. Default – Any other status is considered “default”, representing stages in progress (e.g.,Few readers

• How to Customize Your Pipeline

  How to Customize Your Pipeline Drag and drop columns to rearrange the order of your stages. Click Edit to rename a stage or change its color. To add a new stage, click theFew readers

• How to Change Currency in Your Sales Pipeline

  How to Change Currency in Your Sales Pipeline Click the $ icon in your pipeline view to change the currency. You can use multiple currencies within a single pipeline.Few readers

• What are the bulk functions available in the pipeline?

  What are the bulk functions available in the pipeline? You can perform bulk actions such as Enrich, Track (Vision), Untrack, Move to list, Delete, Add to list, Add tags, Add status, and Assign owners. (https://downloads.intercomcdn.com/i/o/x0ovont3/1772638405/bc65e5feb8b4d7b3fcc0d0ff1f4c/image.png?expires=1760625900&signature=1a8245bcbb50fa943bc1817950f4343016e89101dcb2caf4b5ec0cd60d66e95a&req=dScgFM99lYVfXPMW1HO4zdC7AYOHG8iftuwNe95u3nywz7VC1WvUcMDVKFFew readers

• What is Lead Chance of closing (%) in the pipeline?

  Lead Chance of Closing (%) in Breakcold shows how likely a lead is to become a customer. The higher the percentage, the better the chance of closing the deal. You can use it to: Focus on the leads that are more likely to convert Prioritize your outreach Track progress in your pipeline This value can be updated based on how the lead is engaging with you—like replying to emails, opening messages, or booking a call. (https://downloads.intercomcdn.com/i/o/x0ovont3/1580466056/8924f59Few readers

• Can I add leads directly in the pipeline?

  Yes, you can! Just go to your pipeline, and you’ll see a plus (+) icon in each pipeline stage, like the one in your screenshot. (https://downloads.intercomcdn.com/i/o/x0ovont3/1635851115/77bc905759ba123eFew readers

• What Do the Percentages Mean?

  Each stage can have a manual percentage showing the chance of closing a deal. These percentages help calculate your forecasted revenue.Few readers

• How can I check when a lead was added to the pipeline?

  Yes, you can check this in the Lead Activity section.Few readers

• 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?

  Right now, the sort option isn’t available in the pipeline view, so new leads may appear in what seems like a random order. This happens because the pipeline items are displayed based on their internal creation IDs from the backend, and no front-end sorting logic has been applied yet to manually reorder or prioritize new entries. We know how helpful sorting (like newest on top) would be, and it's something we're considering for future updates.Few readers

Tags

• How can I create a new tag on a lead?

  Navigate to the lead’s info page, click on the tag field, type the new tag, and a “Create” option will pop up. Click it to add the new tag. (https://downloads.intercomcdn.com/i/o/x0ovont3/1627139712/0dSome readers

• Can I bulk remove tags from leads?

  Yes, you can select multiple leads, and a bulk action menu will appear. Then, click on the tag option, select the remove button, choose or type the tag you want to remove, and apply the action to remove it from all selected leads. (https://downloads.intercomcdn.com/i/o/x0ovont3/1627042931/d4b84e0c259d02ea109c36d4bd68/image.png?expires=1760625900&signature=2ea89bec06bf8accd04413dd8648e2fc8079a5414c237a630c5adc24bf5a582e&req=dSYlEcl6n4hcWPMW1HO4zU1CEvpQplnhxkUKn3D6CiDXy7G5AV5fjqISJyZD%0A073roFew readers

• How to Bulk Add Tags to Contacts/Leads?

  You can do this from any list view (People, Company, or Pipeline). Simply select the leads you want, and the bulk action menu will appear. Click on the Tag option, then click the Add button, choose the tag you want to add, and apply it to the selected leads. (https://downloads.intercomcdn.com/i/o/x0ovont3/1627110294/074ad4f2ce13342b5b2e244c3b73/image.png?expires=1760625900&signature=8f657866e056ca79c633c798ed7522190bf01e979622281147329e7b60e3c90c&req=dSYlEch%2FnYNWXfMW1HO4zZt6GcZjt4XCb4j%2FFew readers

• Can tags be applied automatically?

  Tags can be applied manually for now, but in some systems (depending on your platform or integrations), automation rules may allow tagging based on actions or conditions.Few readers

• How do I add a tag to a lead?

  Go to the lead's profile, click on the “Tags” section, and either select an existing tag or create a new one. (https://downloads.intercomcdn.com/i/o/x0ovont3/1627133056/dc098dc20c5e35ec9d40bfeb03a9/iFew readers

• Can I manage my tags in one place without going to lead profile?

  Yes! Just go to Settings Tags to create, edit, or delete your tags all in one place. You can also click here: https://app.breakcold.com/settings/data/tagsFew readers

• Is it possible to create tags from the list view?

  Yes, in the list view, you can click on the Tag column, type a new tag, and create it if it doesn’t exist. (https://downloads.intercomcdn.com/i/o/x0ovont3/1627035795/4c8a2f1746d05ff570007e51259f/imFew readers

• Can I filter leads or conversations by tag?

  Absolutely. Just use the filter option in the leads or inbox view, then select the tag(s) you want to filter by.Few readers

• Are tags shared across team members?

  Yes, tags are workspace-wide, so all team members can see and use them to stay aligned.Few readers

• How do I edit a tag?

  You can edit a tag from two places: Lead Info Page: Go to the lead’s info page, hover over the tag name, and click the ellipsis (⋯) that appears. Then select the Edit option. (https://downloads.intercomcdn.com/i/o/Few readers

Company

• Can I import companies in bulk?

  Yes, you can. You can import companies in bulk using a CSV file. Just go to the Companies tab, click “Import”, and follow the steps to upload your file and map the relevant fields. (https://downloads.interSome readers

• How to Create a Company?

  There are two ways to create a company in Breakcold: Option 1: Create a Company from a Lead Profile Go to a lead’s profile. Click on the company name field and select Create. This will automatically link the lead to the new company. 💡Tip: Make sure the lead has a website URL so Breakcold can import the company logo. Option 2: Create a Company from the Companies Section Go to the Companies tab in Breakcold. Click Add Company. Fill in the requirSome readers

• How does the ‘People’ section of a company work?

  How does the ‘People’ section of a company work? Inside each company, there is a People section where you can focus on a single individual. This lets you view notes, activities, and interactions related specifically to that person. (https://downloads.intercomcdn.com/i/o/x0ovont3/1572439314/e5e9c3b8d71f3d5c58daff8645c4/image.png?expires=1760724000&signature=26bb272f2a40ebd0eb0093d63064ff792638c2c36ebdcd7b80d7f5e179366a3c&req=dSUgFM19lIJeXfMW3Hu4gTgRj9Rq4nJqS5ga9VIabVF0oQXpsz32boWBaxaQFew readers

• Can I add a company via the LinkedIn extension?

  Yes, it’s possible. When you're on a LinkedIn company page, you can add the company to Breakcold by clicking the BR Sync button from the extension. This will create the company profile in your Breakcold account. (https://downloads.intercomcdn.com/i/o/x0ovont3/1589627243/0c9b51148433aa61496d0816963d/image.png?expires=1760625000&signature=87139c8018029d7f5c7deb9aa07802019a505ec95a9e8711bc1a330e0635df79&req=dSUvH898moNbWvMW1HO4zRENxjiX3Pxf3ucoPWKUhYlBWtPkWByCKc2Ol6wy%0AyWuZL9Xtqd9uq54Few readers

• Can I import a contact and company at the same time? Will Breakcold automatically create both?

  Yes! Breakcold will automatically create both the company and the contact.Few readers

• How to add a lead to a company

  How to Add a Lead to a Company Go to the lead’s profile. Find the Company field on the lead’s page. Click the Company field to either: Search for an existing company, or Add a new company if it doesn’t exist yet (usually by typing the company name and selecting “Create new”). Visual walkthrough (https://downloads.intercomcdn.com/i/o/x0ovont3/1544971816/4053e02e63e66258ac3b862f455c/Add+people.gif?expires=1760724000&signature=726e1693cd442cbae59d49de36f3dbFew readers

• What is a company in Breakcold?

  The Companies section displays leads that represent businesses, not individuals. You can link multiple people to a single company to keep all related notes, emails, and interactions organized in one place.Few readers

• Where can I manage company custom and native attributes?

  Where can I manage company custom and native attributes? Note: For system (native) attributes, only the copy attribute ID and hide options are available. You can manage them by going to Settings Company. From there, you can: Reorder attributes Create custom attributes Edit, hide, or delete attributes Copy the attribute ID (https://downloads.intercomcdn.com/i/o/x0ovont3/1576781963/ad2731f3bfcb472d1c0430f60e22/chrome-capture-2025-6-18.gif?expires=1760625000&sigFew readers

• How do I export companies in Breakcold?

  To export your companies: Go to the Companies tab in Breakcold Click the three dots (•••) in the top-right corner Select Export A CSV file with your company data will be generated and downloaded (https://downloads.intercomcdn.com/i/o/x0ovont3/1589637012/0e34ff6b33dfd9eb62e953f3c0bf/image.png?expires=1760625000&signature=e48b66dab618aaa7d6c1a5d91c16281a595890826e2d28ca4c82ac9b6aeef8ae&req=dSUvH899moFeW%2FMW1HO4zXpjkoROfgCFfmdQQflqoUKuU2E9zkcdVCZPqHV5%0AFGwK0X9y1V2Uh4Few readers

Search, Filter & Sort

• Can I filter my Email and LinkedIn inboxes?

  Yes! You can filter your inboxes by lead list, though the options are more limited than the main dashboard. This helps you quickly prioritize replies and follow-ups. (https://downloads.intercomcdn.com/i/o/x0Few readers

• Can I sort leads by score or engagement level?

  Yes! Sorting options include lead score, engagement metrics, and other relevant fields to help you prioritize your outreach.Few readers

• How can I filter leads by List or Pipeline Status?

  You can apply filters almost anywhere in Breakcold: Filter by Lead List to focus on segments like “Warm Leads” or “Outbound Campaign.” Filter by Sales Pipeline Status (e.g., New, In Progress, Won, Lost) to track deals by their stage. (https://downloads.intercomcdn.com/i/o/x0ovont3/1587167286/6271c13dcb11db6188734d2e646b/Fs5EoFFX4wRLoUtiq2UDVPNdWc.png?expires=1760625900&signature=210cf5aeacf9d6d66a7cd3b66ca880b9c34cdbdf5444acfb8d62ed44cd5dcc51&req=dSUvEch4moNXX%2FMW1HO4zYnBoiwNsFew readers

• Is it possible to customize the sort order in my lead list?

  You can select from preset sorting options (like ascending or descending by date or score), but custom multi-level sorting isn’t currently supported.Few readers

• Can I filter leads based on activity or last interaction date?

  Currently, Breakcold does not support filtering leads directly by last interaction date or recent activity. However, you can sort leads by last interaction or update date to prioritize recent engagements.Few readers

• Can I search across all leads and companies at once?

  The search can cover both leads and companies, allowing you to find any relevant records quickly.Few readers

• How can I save or apply multiple filters at once?

  You can apply multiple filters simultaneously by selecting them in the filter panel. Saving filter presets for reuse may be available depending on your plan or future updates. For more information, please contact support@breakcold.com.Few readers

• How do I sort leads or companies by latest update or creation date?

  Use the Sort By dropdown in your lead or company list. You can choose to sort by creation date, last update, or other criteria to view your most recent or oldest leads first. (https://downloads.interFew readers

• What Is Quick Search?

  What Is Quick Search? Breakcold’s Quick Search is a unified search bar that helps you quickly locate key items across the platform without switching views or menus. It’s designed to save time and keep your workflow smooth. What You Can Search People – Find contacts by name, email, or LinkedIn handle Companies – Search for companies or accounts in your CRM Pages – Jump to internal features or navigation pages quickly Help Articles – Get instant answers frFew readers

• Are there filters available for specific tags and/or custom fields?

  Yes, you can filter leads using tags and certain custom fields to focus on specific segments.Few readers

• Is there a shortcut for quick searching?

  Yes! Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in Breakcold. Then type a name, company, or feature to jump directly to what you need. (https://downloads.intercomcdn.com/i/o/x0ovont3/1551927881/Few readers

• How do I search for leads quickly?

  Breakcold’s improved search bar lets you find leads by: Name (including composed names or accents) Company Tags (https://downloads.intercomcdn.com/i/o/x0ovont3/1587169786/c9d4defddede7a2b8d0a80121Few readers

• How do I filter search results after performing a search?

  After searching, use the filter panel to narrow down results by criteria like lead list, status, or tags.Few readers

• Does sorting affect filtering or search results?

  Sorting changes the order in which leads are displayed but does not affect which leads appear, filtering narrows down the list, while sorting organizes it.Few readers

Lists

• How do I export a list to CSV or Excel?

  Look for the “Export” option within the list view. Choose the format (CSV or Excel) and download the file to your computer. (https://downloads.intercomcdn.com/i/o/x0ovont3/1580254637/08f0323de90689fa9ad47eSome readers

• Can I create dynamic lists that update automatically?

  Yes. Dynamic lists update based on rules or filters you define, such as “all leads who opened an email in the last 7 daysFew readers

• How do I remove a lead from a list?

  How do I remove a lead from a list? Open the list, find the lead, click the empty box next to the lead to display the bulk options, then click Remove from the list. (https://downloads.intercomcdn.com/i/o/x0ovonFew readers

• Why can’t I see some leads in my list?

  Leads may be filtered out due to active filters, permissions, or syncing issues. Try clearing filters or checking your access rights.Few readers

• How do bulk actions work on lists?

  Select multiple leads by checking their boxes, then choose the bulk action (like delete, move, assign tags/status, track) from the menu that appears. (https://downloads.intercomcdn.com/i/o/x0ovont3/1763265Few readers

• What is a list in Breakcold

  A list is a way to group and organize your leads. You can use it to keep track of different contacts based on your goals or outreach.Few readers

• Can I automate actions based on a list?

  Yes. Many systems allow you to set workflows or automation triggers that start when leads are added to or removed from a list.Few readers

• How to Duplicate a List

  How to Duplicate a List ⚠️ The duplicated list will not include the leads — only the list setup and pipeline structure are copied. Go to the People section in your sidebar. Find the list you want to duplicate. Click the three-dot menu (⋮) next to the list name. Select “Duplicate List.” (https://downloads.intercomcdn.com/i/o/x0ovont3/1542734344/5e444d2dbd22468b727e400dfb6e/Duplicate+a+LIST.gif?expires=1760625900&signature=76d96b352ae3c74a1d2e911d93276d1958ff5Few readers

• Can I add the same lead to multiple lists?

  Can I add the same lead to multiple lists? Yes, a lead can belong to more than one list. (https://downloads.intercomcdn.com/i/o/x0ovont3/1580264795/9f9151db5e1a7fba8447239fa1ae/image.png?expires=17606259Few readers

• Can I import contacts or leads into a list?

  Yes. Use the import feature to upload a CSV or Excel file to a specific list.Few readers

• How do I filter or sort a list?

  Use the filter or sort icons at the top of the list. You can filter by status, tags, date, or other attributes, and sort by name, date added, or custom fields. (https://downloads.intercomcdn.com/i/o/x0ovont3/1Few readers

• How to Delete a List

  ⚠️ If you don’t tick the box to delete leads, deleting a list will not delete the leads they’ll still be visible under “All Leads.” Go to the People section. Click the three-dot menu (⋮) next to the list. Select "Delete List." When prompted, you can tick the box to delete leads if you want to remove them completely. (https://downloads.intercomcdn.com/i/o/x0ovont3/1580212661/25370fcd90d6f4ec532daf4e77aa/Delete%2Blist.gif?expires=1760724000&signature=88ce27Few readers

• What happens if I remove a lead from a list—are they deleted completely?

  No. Removing a lead from a list only removes their association with that list. The lead remains in your database unless you select the “Delete leads in the list” option or delete them separately. (https://downFew readers

• Where can I reorder the list for People, Company, Pipeline, and Deal all in one go?

  You can now manage the list order for all these sections from one place. Just go to Settings Lists or click here: https://app.breakcold.com/settings/data/lists. Any changes you make will apply across People, Company, Deal, and Pipeline, no need to reorder them separately anymore.Few readers

• What’s the difference between a list and a segment?

  A list is usually static, manually created and managed. A segment is often dynamic, automatically updating based on set criteria or filters.Few readers

• How do I rename a list?

  Go to the List Hover on the three-dot menu (⋮) next to the list name. Click the pencil icon to rename the list. Press Rename to save.Few readers

Deals

• Are there permission restrictions on who can perform bulk actions on deals?

  Yes, only users with appropriate roles and permissions in your workspace can perform bulk deal actions.Some readers

• What’s the use of linking a contact or company to a deal in Breakcold?

  Linking a contact or company to a deal lets you see who the deal is connected with. This way, you can track the relationship between the opportunity and the people (contacts) or organizations (companies) involved. For example, if you’re working on a deal with ABCD Inc. and John Doe is your main contact there, linking both John (contact) and ACME (company) to the deal makes it clear who’s part of that opportunity.Few readers

• Can each deal have its own stage and value?

  Yes, each deal is tracked independently with its own pipeline stage, value, and notes. (https://downloads.intercomcdn.com/i/o/x0ovont3/1633996098/75960f66bbfd71de22482971459b/image.png?expires=1760625000&signaFew readers

• 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?

  The list field on a deal is unique, so each deal can be tracked separately. If linked contacts brought all their statuses, it would be hard to see the deal’s real progress. Contact statuses track them in the pipeline of the lists they’re assigned to, and the same goes for companies and deals. Keeping them separate also makes reporting clearer and more accurateFew readers

• How to Add a Deal in Breakcold

  You can add a deal in two easy ways: From the Deals section Click “Deals” on the left menu. Then click the blue “+ Add Deal” button at the top right. Fill in the deal details and hit Save. (htFew readers

• What is a Deal in Breakcold?

  In Breakcold, a deal represents an opportunity you're tracking in your sales pipeline, such as a potential sale, partnership, or project. You can link a contact or company to a deal to track the relationship between the opportunity and the involved parties.Few readers

• Can I attach multiple leads or companies to a deal?

  Yes, you can. From the deal info page, you can add multiple people and companies directly. (https://downloads.intercomcdn.com/i/o/x0ovont3/1641513120/b218fa1471cc6615b93214853a28/image.png?expires=17606250Few readers

• Why would I need multiple deals for one contact?

  For handling separate opportunities like different products, services, or timelines with the same lead or companyFew readers

• Is the Multiple Deals feature available to all users or only on certain plans?

  The Multiple Deals feature is available to all users on all plansFew readers

• Is the multiple deals feature still in beta?

  Yes, the multiple deals feature is still in beta. While most actions work smoothly, you might notice some minor bugs. Feel free to share your feedback so we can keep improving the experience (https://downloadsFew readers

• Can I add or remove tags from multiple deals at once?

  Yes, you can add or remove tags from multiple deals at once. Just select the deals you want to update, then use the bulk action menu to add or remove tags for all selected deals simultaneously. (https://Few readers

• Will this affect my current pipeline setup?

  No, it will add flexibility but won’t interfere with your existing deals or pipeline structure.Few readers

• How do I change the status of multiple deals in one go?

  You can update the deal stage for multiple deals by selecting them and choosing the desired stage in the bulk action menu. (https://downloads.intercomcdn.com/i/o/x0ovont3/1634074964/bfd74ef6ae78bae346fec164cFew readers

• Can I see past deals I've added?

  Yes! Under Recent Deals, you’ll see a list of previously created deals for easy reference or reuse. (https://downloads.intercomcdn.com/i/o/x0ovont3/1634020988/ee198661b9285a69f915e9b24cbf/image.png?expFew readers

• Can I add more than one deal to the same lead?

  Yes, you can add multiple deals under the same contact or company profile.Few readers

• What is the Multiple Deals feature?

  It lets you track more than one deal under the same lead or company.Few readers

• How do I generate reports based on multiple selected deals?

  You can filter your deals, then export them or view analytics based on those filters. The report will include the data currently visible in the table. (https://downloads.intercomcdn.com/i/o/x0ovont3/1634Few readers

• Is there an undo option if I accidentally delete multiple deals?

  No, deletion is permanent and cannot be undone. Use caution when deleting multiple deals.Few readers

• Can I automate bulk deal updates through integrations?

  Some integrations support deal updates, but bulk automation depends on the connected app’s capabilities.Few readers

• How can I delete multiple deals at once?

  After selecting the deals, a bulk action menu will appear at the bottom. Click the trash bin icon on the left to delete them. Please note that this action may be permanent. (https://downloads.intercomcdn.cFew readers

• Will bulk changes on deals trigger notifications?

  Not at the moment. Bulk changes don’t send notifications, but all events are recorded in the activity section for your review. (https://downloads.intercomcdn.com/i/o/x0ovont3/1634045631/e4a97fc0253cfc0d0e6Few readers

• Where can I create and customize my deal attributes or properties?

  You can manage them by going to Settings Deal, or just click here: https://app.breakcold.com/settings/data/contractFew readers

• Can I assign multiple deals to a specific owner or team member at once?

  Yes, after selecting multiple deals, you can assign them to an owner or team member via the bulk action options. (https://downloads.intercomcdn.com/i/o/x0ovont3/1634063890/894daf05c8e042c40ecf21f94d8e/image.Few readers

• How can I edit the tag on my existing deals?

  Just click on the tag, hover over it, and an ellipsis (three dots) will appear. Click the ellipsis to edit the tag name. (https://downloads.intercomcdn.com/i/o/x0ovont3/1634032647/09f17c0119678c0f6333bFew readers

• Can I export or import data for multiple deals at once?

  Yes, you can select multiple deals to export or import data. Just click the three dots (ellipsis) in the top right corner to find these options. (https://downloads.intercomcdn.com/i/o/x0ovont3/1634065674/862Few readers

• Are bulk delete actions on Deals permanent or reversible?

  Bulk deletes are permanent and cannot be reversed.Few readers

• How can I import custom fields using a CSV file?

  Importing custom fields via CSV is a simple way to update or add detailed information to your lead or contact database. Follow these steps: 1. Prepare Your CSV File Create a CSV file with clearly labeled column headers. Include both standard fields (e.g., Name, Email) and any custom fields (e.g., Icebreaker, Referral Source). 2. Start the Import Process Go to the import section in your system. Upload your CSV file. (https://downloads.intercomcdn.com/i/o/x0ovont3/154444Some readers

• How to remove OR merge duplicates?

  Step 1: Go to "Clean up Duplicates" Find it on the left side panel with the Eraser icon (https://downloads.intercomcdn.com/i/o/x0ovont3/1539928860/e1074b43868064a1b7a41bffbba5/image.png?expires=1760625000&signaturFew readers

• How to Create Custom Statuses

  How to Create Custom Statuses Custom statuses help you track where each lead is in your workflow. Here’s how to create and apply them: Go to the People section. Select a lead. Click on the Status field. Type in a new status, then click the ➕ plus sign. Click enter to save it (https://downloads.intercomcdn.com/i/o/x0ovont3/1542542339/86106b5d408146f5c09692f5a709/chrome-capture-2025-5-27+%284%29.gif?expires=1760724000&signature=f0b41add0f4dd4f98aef7c0698f0ceea47394877fd8e6fFew readers

• How do I create custom fields or attributes from the People/Company section?

  From the People/Company Section Go to the People section. Click on “Display” (next to the 3 vertical dots at the top right). Click “Create Attribute" or click here. (https://downloads.intercomcdn.com/i/o/x0ovont3/1580103582/536a69723f8286cd32fd409b8e70/chrome-capture-2025-6-20+%282%29.gif?expires=1760625000&signature=f1046070eded79486759ab42429eef3972c29bd681b90cad8a085db67bbc6ced&req=dSUvFsh%2BnoRXW%2FMW1HO4zc7D4%2BF%2BRFew readers

• What Is Duplicate Management?

  Breakcold helps you keep your data clean by detecting and managing duplicate records. This guide will walk you through how Duplicate Management works and what steps you need to take. What Is Duplicate Management? Duplicate Management is a feature in Breakcold that finds and merges duplicate records like contacts so your database stays clean and accurate. How It Works Breakcold automatically detects possible duplicate contacts using: Same full name Same LinkedIn URL oFew readers

• Can I assign multiple owners to one lead?

  Breakcold now allows you to assign multiple owners to a single lead, making team collaboration easier. Note: The lead’s ownership will also auto-assign to the team member who originally created the lead. Multiple owners help share responsibility and improve team collaboration. Steps to Assign Multiple Owners: Go to the People section and select the lead you want to assign owners to. Click on the Owner field on the lead’s profile. You’ll see the option to addFew readers