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.
Can I add the same lead to multiple lists?
Can I add the same lead to multiple lists?
Can I assign multiple owners to one lead?
Breakcold now allows you to assign multiple owners to a single lead, making team collaboration easier.
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.
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.
Can I bulk remove tags from leads?
Yes, you can select multiple leads, and a bulk action menu will appear.
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 days
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.
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 rece…
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.
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 set
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.
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.
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.
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.
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.
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.
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.
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.
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.
How can I delete notes from a lead card or lead profile?
Go to the note you want to delete, hover your mouse over it, and the delete option will appear.
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…
How can I get LinkedIn info for a contact or lead I added manually?
Simply add their LinkedIn URL to their profile in Breakcold, and we’ll automatically fetch their LinkedIn details to update the contact for you.
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.
How can I make sure the meeting is synced in Breakcold for the contact I invited?
Just make sure the contact exists as a lead in Breakcold, and that the email used in the meeting invite matches the one listed in Breakcold.
How can I save or apply multiple filters at once?
You can apply multiple filters simultaneously by selecting them in the filter panel.
You can use the “Tracking” filter to pull up the list of profiles you’re currently tracking.
How can I select leads and add a due date when creating a task?
How can I select leads and add a due date when creating a task?
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.
How do I add a symbol for my own currency that isn't listed?
Currently, we don’t support this directly in the UI.
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.
How do I create custom fields or attributes from the People/Company section?
From the People/Company Section 1. Go to the People section.
How do I create, edit, and reply to notes?
Where to find it Inside each lead’s profile, go to the Notes section.
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.
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.
How do I filter CRM analytics data in Breakcold?
Available Filters Breakcold lets you customize your analytics view with easy-to-use filters: Date: Select any date range to focus on specific periods.
How do I filter or sort a list?
Use the filter or sort icons at the top of the list.
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.
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 .
How do I rename a list?
- Go to the List 2. Hover on the three-dot menu (⋮) next to the list name.
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 It’s designed to be fast, accurate, and typo-friendly.
How do I sort leads or companies by latest update or creation date?
Use the Sort By dropdown in your lead or company list.
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.
How does the ‘People’ section of a company work?
How does the BetterContact bundle work if I already have an existing BetterContact account?
If you already have a BetterContact account and decide to subscribe to the bundle, here’s how it works: 1.
How to Add & Remove Leads to a Pipeline
Add Leads to a Pipeline You can’t add leads directly from the pipeline view .
How to add a lead to a company
How to Add a Lead to a Company 1. Go to the lead’s profile.
How to Bulk Add Tags to Contacts/Leads?
You can do this from any list view (People, Company, or Pipeline).
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.
How to Create Custom Statuses
How to Create Custom Statuses Custom statuses help you track where each lead is in your workflow.
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.” 1.
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.
How to Filter Leads by Connection Strength
You can filter your leads by their connection strength to prioritize the ones with stronger engagement.
How to remove OR merge duplicates?
Step 1: Go to “Clean up Duplicates” Find it on the left side panel with the Eraser icon Step 2: Review the Duplicates Breakcold will list contacts it detects as potential duplic…
How to Use the People Section
The People section is your main workspace for managing leads in Breakcold.
If I import a contact with an existing email in Breakcold, will it detect the duplicate and ignore it?
Breakcold will detect the duplicate, but instead of ignoring it, the system will merge the data with the existing contact record.
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.
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.
Is there a shortcut for quick searching?
Yes! Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in Breakcold.
Is there a way to track what beta features are coming?
Yes, just visit the Feature Preview section for a sneak peek of what’s coming next.
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.
What Do the Percentages Mean?
Each stage can have a manual percentage showing the chance of closing a deal.
What filters can I use in the task section?
What filters can I use in the task section?
No. Removing a lead from a list only removes their association with that list.
What is a company in Breakcold?
The Companies section displays leads that represent businesses, not individuals.
What is a list in Breakcold
A list is a way to group and organize your leads.
What Is Duplicate Management?
Breakcold helps you keep your data clean by detecting and managing duplicate records.
What is Lead Source Tracking?
Feature Preview What is Lead Source Tracking?
What is the relation field for in the lead profile page?
It shows the connection strength with a lead, scored from None to Strong .
A list is usually static, manually created and managed.
Linking a contact or company to a deal lets you see who the deal is connected with .
Where can I manage company custom and native attributes?
Where can I manage company custom and native attributes?
Where can I manage lead custom and native attributes?
Where can I manage lead custom and native attributes?
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.
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 .
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 .
Leads may be filtered out due to active filters, permissions, or syncing issues.
The list field on a deal is unique, so each deal can be tracked separately.
Will emails from Office 365 sync with contacts in Breakcold?
Yes! When your Office 365 email is connected to Breakcold via SMTP/IMAP or Microsoft 365 integration, your emails will sync automatically with the matching contacts.