# Breakcold ## Docs - [Events](https://developer.breakcold.com/events.md) - [Breakcold Pricing & Plans](https://developer.breakcold.com/help/account-billing/breakcold-pricing-plans.md): Breakcold Pricing Plans (as of May 2025) Breakcold provides flexible CRM and social selling plans for businesses of all sizes 1. - [Can I log in using both email/password and Google, or switch between them?](https://developer.breakcold.com/help/account-billing/can-i-log-in-using-both-emailpassword-and-google-or-switch-between-them.md): Currently, Breakcold does not support traditional email/password login. - [Can I reactivate my account?](https://developer.breakcold.com/help/account-billing/can-i-reactivate-my-account.md): Yes, you can resubscribe anytime by initiating a new plan in your Breakcold account. - [Can I reconnect my accounts after resolving the payment?](https://developer.breakcold.com/help/account-billing/can-i-reconnect-my-accounts-after-resolving-the-payment.md): Yes, once payment is completed, your account services should be restored. - [Can VAT numbers be added to past invoices?](https://developer.breakcold.com/help/account-billing/can-vat-numbers-be-added-to-past-invoices.md): No. Once an invoice is issued, it’s locked and can’t be changed. - [Do you plan to improve your API doc?](https://developer.breakcold.com/help/account-billing/do-you-plan-to-improve-your-api-doc.md): The API doc is constantly being improved. - [Does Removing My Email Automatically Cancel My Subscription?](https://developer.breakcold.com/help/account-billing/does-removing-my-email-automatically-cancel-my-subscription.md): No. Removing your email ensures you no longer receive notifications, but it does not terminate an active subscription. - [How can I delete my account?](https://developer.breakcold.com/help/account-billing/how-can-i-delete-my-account.md): Go to Settings My Profile. Scroll down to the bottom of the page. - [How Can I Extend My Trial?](https://developer.breakcold.com/help/account-billing/how-can-i-extend-my-trial.md): Note on Free Trial Extensions : At Breakcold, we want you to have the best experience possible. - [How can I update my seat number?](https://developer.breakcold.com/help/account-billing/how-can-i-update-my-seat-number.md): There are two ways to update your seat number: 1. - [How Do I Unsubscribe or Cancel My Subscription?](https://developer.breakcold.com/help/account-billing/how-do-i-unsubscribe-or-cancel-my-subscription.md): ⚠️ Important Refund Policy: Breakcold does not offer prorated refunds. - [How to Add VAT or Billing Info](https://developer.breakcold.com/help/account-billing/how-to-add-vat-or-billing-info.md): ⚠️ Important: These changes will only apply to future invoices . - [How to Update Your Payment Method](https://developer.breakcold.com/help/account-billing/how-to-update-your-payment-method.md): ⚠️ Important: Any changes made to your payment method or billing information will only apply to future invoices . - [Account & Billing](https://developer.breakcold.com/help/account-billing/index.md): Manage plans, billing, invoices, cancellation, and account access. - [It says my subscription is cancelled. What should I do?](https://developer.breakcold.com/help/account-billing/it-says-my-subscription-is-cancelled-what-should-i-do.md): If your subscription was canceled, you can simply resubscribe. - [What Happens if I Change My Plan?](https://developer.breakcold.com/help/account-billing/what-happens-if-i-change-my-plan.md): If you upgrade, downgrade, or switch plans during a billing cycle, Breakcold will automatically apply a prorated charge or credit based on the remaining time in your current bil... - [What if I don’t have an existing BetterContact account and I subscribe to the bundle plan with Breakcold?](https://developer.breakcold.com/help/account-billing/what-if-i-dont-have-an-existing-bettercontact-account-and-i-subscribe-to-the-bundle-plan-with-breakcold.md): No worries! If you don’t have an existing BetterContact account, subscribing to the bundle plan will automatically trigger the setup process for you. - [What should I do if I see unexpected billing issues or disconnections?](https://developer.breakcold.com/help/account-billing/what-should-i-do-if-i-see-unexpected-billing-issues-or-disconnections.md): Start by checking your transaction history and invoice details. - [What You Can Do in the Billing Section](https://developer.breakcold.com/help/account-billing/what-you-can-do-in-the-billing-section.md): 💡 Note : Only admins or billing owners can access and edit billing settings. - [When Will I Be Charged?](https://developer.breakcold.com/help/account-billing/when-will-i-be-charged.md): When Will I Be Charged? Your payment for Breakcold starts the moment you activate your subscription. - [Where can I change my plan?](https://developer.breakcold.com/help/account-billing/where-can-i-change-my-plan.md): You can change your plan by going to Settings . - [Where Can I Find My Invoices?](https://developer.breakcold.com/help/account-billing/where-can-i-find-my-invoices.md): ⚠️ Important: Only account owners or users with billing permissions can view and download invoices. - [Where can I see and manage my usage and plan limits?](https://developer.breakcold.com/help/account-billing/where-can-i-see-and-manage-my-usage-and-plan-limits.md): You can find your current plan details and usage limits by going to Settings Billing , then scrolling down to the Usage section. - [Why Did I Receive a Payment Reminder After Losing Interest in the Service?](https://developer.breakcold.com/help/account-billing/why-did-i-receive-a-payment-reminder-after-losing-interest-in-the-service.md): You received a payment reminder because either there is an outstanding due bill or your subscription was not canceled. - [Why is the Cancellation Option Missing?](https://developer.breakcold.com/help/account-billing/why-is-the-cancellation-option-missing.md): If the cancellation option is not visible in the Plan section: Double-check the email address you used to log in. - [Will my data be deleted after cancellation?](https://developer.breakcold.com/help/account-billing/will-my-data-be-deleted-after-cancellation.md): Yes. All details linked to your name and email will be removed from our system after cancellation, in line with our data privacy policies. - [How Do I Get Started with CRM Analytics in Breakcold?](https://developer.breakcold.com/help/analytics/how-do-i-get-started-with-crm-analytics-in-breakcold.md): Feature Preview Breakcold CRM Analytics (Beta) We’re excited to launch CRM Analytics in Breakcold , now available in Beta ! - [Analytics](https://developer.breakcold.com/help/analytics/index.md): Understand CRM, pipeline, communication, and social analytics. - [What Is Communication Analytics?](https://developer.breakcold.com/help/analytics/what-is-communication-analytics.md): What Is Communication Analytics? Communication Analytics in Breakcold helps you measure engagement between your team and leads. - [What’s Coming Next in CRM Analytics (Beta Roadmap)](https://developer.breakcold.com/help/analytics/whats-coming-next-in-crm-analytics-beta-roadmap.md): Breakcold CRM Analytics is currently in Beta , and we're actively working to make it even better. - [Are there filters available for specific tags and/or custom fields?](https://developer.breakcold.com/help/contacts-lists/are-there-filters-available-for-specific-tags-andor-custom-fields.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-add-the-same-lead-to-multiple-lists.md): Can I add the same lead to multiple lists? - [Can I assign multiple owners to one lead?](https://developer.breakcold.com/help/contacts-lists/can-i-assign-multiple-owners-to-one-lead.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-attach-multiple-leads-or-companies-to-a-deal.md): Yes, you can. From the deal info page, you can add multiple people and companies directly. - [Can I automate actions based on a list?](https://developer.breakcold.com/help/contacts-lists/can-i-automate-actions-based-on-a-list.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-bulk-remove-tags-from-leads.md): Yes, you can select multiple leads, and a bulk action menu will appear. - [Can I create dynamic lists that update automatically?](https://developer.breakcold.com/help/contacts-lists/can-i-create-dynamic-lists-that-update-automatically.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-based-on-activity-or-last-interaction-date.md): Currently, Breakcold does not support filtering leads directly by last interaction date or recent activity. - [Can I filter leads based on recent activity?](https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-based-on-recent-activity.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-or-conversations-by-tag.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-filter-leads-using-custom-attributes.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-import-a-contact-and-company-at-the-same-time-will-breakcold-automatically-create-both.md): Yes! Breakcold will automatically create both the company and the contact. - [Can I import contacts or leads into a list?](https://developer.breakcold.com/help/contacts-lists/can-i-import-contacts-or-leads-into-a-list.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-import-my-leads-and-make-sure-they-are-mapped-to-existing-companies-in-breakcold.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-manage-my-tags-in-one-place-without-going-to-lead-profile.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-search-across-all-leads-and-companies-at-once.md): 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?](https://developer.breakcold.com/help/contacts-lists/can-i-sort-leads-by-score-or-engagement-level.md): Yes! Sorting options include lead score, engagement metrics, and other relevant fields to help you prioritize your outreach. - [Can tags be applied automatically?](https://developer.breakcold.com/help/contacts-lists/can-tags-be-applied-automatically.md): 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?](https://developer.breakcold.com/help/contacts-lists/does-sorting-affect-filtering-or-search-results.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-can-i-create-a-new-tag-on-a-lead.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-can-i-delete-notes-from-a-lead-card-or-lead-profile.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-can-i-filter-leads-by-list-or-pipeline-status.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-can-i-get-linkedin-info-for-a-contact-or-lead-i-added-manually.md): 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?](https://developer.breakcold.com/help/contacts-lists/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.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-can-i-make-sure-the-meeting-is-synced-in-breakcold-for-the-contact-i-invited.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-can-i-save-or-apply-multiple-filters-at-once.md): You can apply multiple filters simultaneously by selecting them in the filter panel. - [How can I see everyone I’m tracking so I can clean up the list?](https://developer.breakcold.com/help/contacts-lists/how-can-i-see-everyone-im-tracking-so-i-can-clean-up-the-list.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-can-i-select-leads-and-add-a-due-date-when-creating-a-task.md): How can I select leads and add a due date when creating a task? - [How do bulk actions work on lists?](https://developer.breakcold.com/help/contacts-lists/how-do-bulk-actions-work-on-lists.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-do-i-add-a-symbol-for-my-own-currency-that-isnt-listed.md): Currently, we don’t support this directly in the UI. - [How do I add a tag to a lead?](https://developer.breakcold.com/help/contacts-lists/how-do-i-add-a-tag-to-a-lead.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-do-i-create-custom-fields-or-attributes-from-the-peoplecompany-section.md): From the People/Company Section 1. Go to the People section. - [How do I create, edit, and reply to notes?](https://developer.breakcold.com/help/contacts-lists/how-do-i-create-edit-and-reply-to-notes.md): Where to find it Inside each lead's profile, go to the Notes section. - [How do I edit a tag?](https://developer.breakcold.com/help/contacts-lists/how-do-i-edit-a-tag.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-do-i-export-leads-from-the-people-section-in-breakcold.md): ✅ 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?](https://developer.breakcold.com/help/contacts-lists/how-do-i-filter-crm-analytics-data-in-breakcold.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-do-i-filter-or-sort-a-list.md): Use the filter or sort icons at the top of the list. - [How do I filter search results after performing a search?](https://developer.breakcold.com/help/contacts-lists/how-do-i-filter-search-results-after-performing-a-search.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-do-i-remove-a-lead-from-a-list.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-do-i-rename-a-list.md): 1. Go to the List 2. Hover on the three-dot menu (⋮) next to the list name. - [How do I search for leads quickly?](https://developer.breakcold.com/help/contacts-lists/how-do-i-search-for-leads-quickly.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-do-i-sort-leads-or-companies-by-latest-update-or-creation-date.md): 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?](https://developer.breakcold.com/help/contacts-lists/how-do-i-use-custom-fields-when-composing-an-email-in-the-lead-profile-section.md): ⚠️ Important Make sure the custom field is not empty , if it's blank, the variable will not populate in the email. - [How does the BetterContact bundle work if I already have an existing BetterContact account?](https://developer.breakcold.com/help/contacts-lists/how-does-the-bettercontact-bundle-work-if-i-already-have-an-existing-bettercontact-account.md): If you already have a BetterContact account and decide to subscribe to the bundle, here’s how it works: 1. - [How does the ‘People’ section of a company work?](https://developer.breakcold.com/help/contacts-lists/how-does-the-people-section-of-a-company-work.md): How does the ‘People’ section of a company work? - [How to add a lead to a company](https://developer.breakcold.com/help/contacts-lists/how-to-add-a-lead-to-a-company.md): How to Add a Lead to a Company 1. Go to the lead’s profile. - [How to Add & Remove Leads to a Pipeline](https://developer.breakcold.com/help/contacts-lists/how-to-add-remove-leads-to-a-pipeline.md): Add Leads to a Pipeline You can’t add leads directly from the pipeline view . - [How to Bulk Add Tags to Contacts/Leads?](https://developer.breakcold.com/help/contacts-lists/how-to-bulk-add-tags-to-contactsleads.md): You can do this from any list view (People, Company, or Pipeline). - [How to Create a Company?](https://developer.breakcold.com/help/contacts-lists/how-to-create-a-company.md): 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](https://developer.breakcold.com/help/contacts-lists/how-to-create-custom-statuses.md): How to Create Custom Statuses Custom statuses help you track where each lead is in your workflow. - [How to Delete a List](https://developer.breakcold.com/help/contacts-lists/how-to-delete-a-list.md): ⚠️ 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](https://developer.breakcold.com/help/contacts-lists/how-to-duplicate-a-list.md): 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](https://developer.breakcold.com/help/contacts-lists/how-to-filter-leads-by-connection-strength.md): You can filter your leads by their connection strength to prioritize the ones with stronger engagement. - [How to remove OR merge duplicates?](https://developer.breakcold.com/help/contacts-lists/how-to-remove-or-merge-duplicates.md): 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](https://developer.breakcold.com/help/contacts-lists/how-to-use-the-people-section.md): 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?](https://developer.breakcold.com/help/contacts-lists/if-i-import-a-contact-with-an-existing-email-in-breakcold-will-it-detect-the-duplicate-and-ignore-it.md): Breakcold will detect the duplicate, but instead of ignoring it, the system will merge the data with the existing contact record. - [Contacts & Lists](https://developer.breakcold.com/help/contacts-lists/index.md): Work with leads, contacts, companies, tags, lists, attributes, and duplicates. - [Is it possible to create tags from the list view?](https://developer.breakcold.com/help/contacts-lists/is-it-possible-to-create-tags-from-the-list-view.md): 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?](https://developer.breakcold.com/help/contacts-lists/is-it-possible-to-customize-the-sort-order-in-my-lead-list.md): 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?](https://developer.breakcold.com/help/contacts-lists/is-there-a-shortcut-for-quick-searching.md): Yes! Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in Breakcold. - [Is there a way to track what beta features are coming?](https://developer.breakcold.com/help/contacts-lists/is-there-a-way-to-track-what-beta-features-are-coming.md): Yes, just visit the Feature Preview section for a sneak peek of what’s coming next. - [What can I customize in the table view?](https://developer.breakcold.com/help/contacts-lists/what-can-i-customize-in-the-table-view.md): 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?](https://developer.breakcold.com/help/contacts-lists/what-do-the-percentages-mean.md): Each stage can have a manual percentage showing the chance of closing a deal. - [What filters can I use in the task section?](https://developer.breakcold.com/help/contacts-lists/what-filters-can-i-use-in-the-task-section.md): What filters can I use in the task section? - [What happens if I remove a lead from a list—are they deleted completely?](https://developer.breakcold.com/help/contacts-lists/what-happens-if-i-remove-a-lead-from-a-listare-they-deleted-completely.md): No. Removing a lead from a list only removes their association with that list. - [What is a company in Breakcold?](https://developer.breakcold.com/help/contacts-lists/what-is-a-company-in-breakcold.md): The Companies section displays leads that represent businesses, not individuals. - [What is a list in Breakcold](https://developer.breakcold.com/help/contacts-lists/what-is-a-list-in-breakcold.md): A list is a way to group and organize your leads. - [What Is Duplicate Management?](https://developer.breakcold.com/help/contacts-lists/what-is-duplicate-management.md): Breakcold helps you keep your data clean by detecting and managing duplicate records. - [What is Lead Source Tracking?](https://developer.breakcold.com/help/contacts-lists/what-is-lead-source-tracking.md): Feature Preview What is Lead Source Tracking? - [What is the relation field for in the lead profile page?](https://developer.breakcold.com/help/contacts-lists/what-is-the-relation-field-for-in-the-lead-profile-page.md): It shows the connection strength with a lead, scored from None to Strong . - [What’s the difference between a list and a segment?](https://developer.breakcold.com/help/contacts-lists/whats-the-difference-between-a-list-and-a-segment.md): A list is usually static, manually created and managed. - [What’s the use of linking a contact or company to a deal in Breakcold?](https://developer.breakcold.com/help/contacts-lists/whats-the-use-of-linking-a-contact-or-company-to-a-deal-in-breakcold.md): 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?](https://developer.breakcold.com/help/contacts-lists/where-can-i-manage-company-custom-and-native-attributes.md): Where can I manage company custom and native attributes? - [Where can I manage lead custom and native attributes?](https://developer.breakcold.com/help/contacts-lists/where-can-i-manage-lead-custom-and-native-attributes.md): 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?](https://developer.breakcold.com/help/contacts-lists/where-can-i-reorder-the-list-for-people-company-pipeline-and-deal-all-in-one-go.md): You can now manage the list order for all these sections from one place. - [Where can I view all lead activity?](https://developer.breakcold.com/help/contacts-lists/where-can-i-view-all-lead-activity.md): 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?](https://developer.breakcold.com/help/contacts-lists/why-are-some-leads-missing-a-status.md): 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 . - [Why can’t I see some leads in my list?](https://developer.breakcold.com/help/contacts-lists/why-cant-i-see-some-leads-in-my-list.md): Leads may be filtered out due to active filters, permissions, or syncing issues. - [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?](https://developer.breakcold.com/help/contacts-lists/why-doesnt-a-contacts-status-or-their-companys-status-carry-over-to-the-list-field-in-a-deal-when-you-link-them.md): 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?](https://developer.breakcold.com/help/contacts-lists/will-emails-from-office-365-sync-with-contacts-in-breakcold.md): 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. - [Can I enrich a single lead manually?](https://developer.breakcold.com/help/enrichment/can-i-enrich-a-single-lead-manually.md): Yes. You can go to any lead’s profile and click the “Enrich” button. - [Can I enrich leads during import?](https://developer.breakcold.com/help/enrichment/can-i-enrich-leads-during-import.md): Can I enrich leads during import? Yes, as long as you have enrichment automation enabled. - [Can I enrich multiple leads at once?](https://developer.breakcold.com/help/enrichment/can-i-enrich-multiple-leads-at-once.md): Can I enrich multiple leads at once? ✅ Make sure the leads have valid email addresses or phone numbers for enrichment to work. - [Can I still use enrichment if I'm on a separate plan with Breakcold and BetterContact?](https://developer.breakcold.com/help/enrichment/can-i-still-use-enrichment-if-im-on-a-separate-plan-with-breakcold-and-bettercontact.md): Yes, you can still use enrichment even if you're on separate plans with Breakcold and BetterContact. - [Do I need BetterContact to use Enrichment in Breakcold?](https://developer.breakcold.com/help/enrichment/do-i-need-bettercontact-to-use-enrichment-in-breakcold.md): Yes, Breakcold uses BetterContact as the enrichment provider, so your account needs to be connected to BetterContact to enable enrichment features. - [Does Breakcold enrich leads automatically?](https://developer.breakcold.com/help/enrichment/does-breakcold-enrich-leads-automatically.md): Yes. Breakcold can automatically enrich leads based on your configured rules. - [Does enrichment work with leads synced from LinkedIn via the extension?](https://developer.breakcold.com/help/enrichment/does-enrichment-work-with-leads-synced-from-linkedin-via-the-extension.md): Enrichment works best if the email is available. - [How do I enrich a lead in Breakcold?](https://developer.breakcold.com/help/enrichment/how-do-i-enrich-a-lead-in-breakcold.md): How do I enrich a lead in Breakcold? 1. Go to the lead’s profile 2. - [How do I know if enrichment worked?](https://developer.breakcold.com/help/enrichment/how-do-i-know-if-enrichment-worked.md): When enrichment is successful, new data will automatically appear on the lead’s profile. - [How to Add More Enrichment Credits (if needed)](https://developer.breakcold.com/help/enrichment/how-to-add-more-enrichment-credits-if-needed.md): You can contact support@breakcold.com to request additional enrichment credit or upgrade your account to a bundle plan that includes enrichment. - [How to Check if You Have Enrichment Credits](https://developer.breakcold.com/help/enrichment/how-to-check-if-you-have-enrichment-credits.md): How to Check if You Have Enrichment Credits 1. - [Enrichment](https://developer.breakcold.com/help/enrichment/index.md): Use enrichment, credits, BetterContact, and enrichment automation. - [What happens if enrichment doesn’t return any data?](https://developer.breakcold.com/help/enrichment/what-happens-if-enrichment-doesnt-return-any-data.md): It means there wasn’t enough information to match the lead. - [What info is required for enrichment to work?](https://developer.breakcold.com/help/enrichment/what-info-is-required-for-enrichment-to-work.md): To enrich a lead, you need at least one of the following: Email address Phone number Note: Name alone is not enough for enrichment to work, it doesn’t provide enough context for... - [What is the Enrichment Feature in Breakcold?](https://developer.breakcold.com/help/enrichment/what-is-the-enrichment-feature-in-breakcold.md): The Enrichment feature in Breakcold helps you automatically pull in extra information about a lead or company, like job title, LinkedIn profile, company name, and more, based on... - [Where can I see the enrichment status in Breakcold?](https://developer.breakcold.com/help/enrichment/where-can-i-see-the-enrichment-status-in-breakcold.md): You can view enrichment status in the History section. - [Getting Started](https://developer.breakcold.com/help/getting-started/index.md): Start using Breakcold and understand the main product areas. - [What Is Quick Search?](https://developer.breakcold.com/help/getting-started/what-is-quick-search.md): 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. - [Adding Twitter(X) profile to Breakcold](https://developer.breakcold.com/help/imports-files/adding-twitterx-profile-to-breakcold.md): Hey Breakcolders 👋 We removed X from Breakcold 1 year ago now since Elon bought X. - [Can I customize the view of my files?](https://developer.breakcold.com/help/imports-files/can-i-customize-the-view-of-my-files.md): Yes, you can switch between grid and list views. - [Can I export activity logs?](https://developer.breakcold.com/help/imports-files/can-i-export-activity-logs.md): Not at the moment, exporting activity logs is not supported yet. - [Can I filter files by the most recently added?](https://developer.breakcold.com/help/imports-files/can-i-filter-files-by-the-most-recently-added.md): Absolutely! You can filter alphabetically, by file size, type, and most recently added. - [Can I import companies in bulk?](https://developer.breakcold.com/help/imports-files/can-i-import-companies-in-bulk.md): Yes, you can. You can import companies in bulk using a CSV file. - [Can I rename the file that I uploaded?](https://developer.breakcold.com/help/imports-files/can-i-rename-the-file-that-i-uploaded.md): Yes, just hover over the file in grid view. - [Can I search for a file by name?](https://developer.breakcold.com/help/imports-files/can-i-search-for-a-file-by-name.md): Yes! There’s a dedicated search box in the Files section to help you quickly find files by name. - [Can I upload files to a lead, company, or deal in Breakcold?](https://developer.breakcold.com/help/imports-files/can-i-upload-files-to-a-lead-company-or-deal-in-breakcold.md): Yes, you can now upload files directly from any lead, company, or deal profile. - [How can I import custom fields using a CSV file?](https://developer.breakcold.com/help/imports-files/how-can-i-import-custom-fields-using-a-csv-file.md): Importing custom fields via CSV is a simple way to update or add detailed information to your lead or contact database. - [How do I export a list to CSV or Excel?](https://developer.breakcold.com/help/imports-files/how-do-i-export-a-list-to-csv-or-excel.md): Look for the “Export” option within the list view. - [How do I export companies in Breakcold?](https://developer.breakcold.com/help/imports-files/how-do-i-export-companies-in-breakcold.md): To export your companies: 1. Go to the Companies tab in Breakcold 2. - [How Do I Switch Between LinkedIn Profiles?](https://developer.breakcold.com/help/imports-files/how-do-i-switch-between-linkedin-profiles.md): You can select which LinkedIn account you want to engage with directly under each post in the feed. - [Imports & Files](https://developer.breakcold.com/help/imports-files/index.md): Import, export, upload, attach, and manage files or CSV data. - [Is there a limit when uploading a file?](https://developer.breakcold.com/help/imports-files/is-there-a-limit-when-uploading-a-file.md): Yes, the standard upload limit is 20MB - [Is there a way to attach documents to profiles or records?](https://developer.breakcold.com/help/imports-files/is-there-a-way-to-attach-documents-to-profiles-or-records.md): Yes! You can attach files directly from the Files section within the lead, company, or deal profile. - [What file types are supported for uploading?](https://developer.breakcold.com/help/imports-files/what-file-types-are-supported-for-uploading.md): We support PDF, DOC, TXT, RTF, and image files. - [Are there limitations to using variables in templates?](https://developer.breakcold.com/help/inbox-messaging/are-there-limitations-to-using-variables-in-templates.md): Variables won’t populate if the field is blank for that specific lead or company, and they don’t work in social inbox messages yet. - [Are variables supported in LinkedIn or social message templates?](https://developer.breakcold.com/help/inbox-messaging/are-variables-supported-in-linkedin-or-social-message-templates.md): No, variables are not yet supported in social message templates, only email for now. - [Can I access lead info from a Social Inbox message?](https://developer.breakcold.com/help/inbox-messaging/can-i-access-lead-info-from-a-social-inbox-message.md): Yes, you can. On the top right side of the message, click the drawer icon to expand the view and access the Lead Info section. - [Can I add a note and tag my team in Social Inbox messages?](https://developer.breakcold.com/help/inbox-messaging/can-i-add-a-note-and-tag-my-team-in-social-inbox-messages.md): Yes! You can add internal notes to any message in the Social Inbox located at the bottom of the message. - [Can I filter my Email and LinkedIn inboxes?](https://developer.breakcold.com/help/inbox-messaging/can-i-filter-my-email-and-linkedin-inboxes.md): Yes! You can filter your inboxes by lead list, though the options are more limited than the main dashboard. - [Can I focus only on my leads instead of all conversations?](https://developer.breakcold.com/help/inbox-messaging/can-i-focus-only-on-my-leads-instead-of-all-conversations.md): Yes! To focus only on your leads: Click on the lead focus icon located in the top-right corner of your Inbox view - [Can I save a reply as a template from the Social Inbox?](https://developer.breakcold.com/help/inbox-messaging/can-i-save-a-reply-as-a-template-from-the-social-inbox.md): Yes, you can. When you click Reply, you'll see the "Save as template" option, allowing you to reuse your message in future conversations. - [Can I save my email as a template?](https://developer.breakcold.com/help/inbox-messaging/can-i-save-my-email-as-a-template.md): Can I save my email as a template? Yes, you can save your email as a template for future use. - [Can I schedule my email in the inbox?](https://developer.breakcold.com/help/inbox-messaging/can-i-schedule-my-email-in-the-inbox.md): Yes, you can schedule your email to be sent at a later time. - [Can I submit a support ticket?](https://developer.breakcold.com/help/inbox-messaging/can-i-submit-a-support-ticket.md): Yes, absolutely! You can submit a support ticket by emailing us at support@breakcold.com or through the chat channel on our app. - [Can I switch to other inboxes my team has given me access to in the Social Inbox?](https://developer.breakcold.com/help/inbox-messaging/can-i-switch-to-other-inboxes-my-team-has-given-me-access-to-in-the-social-inbox.md): Yes! From the My Inbox section, you’ll see this customize icon on the right side. - [Can I use custom and native variables in the email template?](https://developer.breakcold.com/help/inbox-messaging/can-i-use-custom-and-native-variables-in-the-email-template.md): Yes, you can use both custom and native variables in your email templates. - [Can I use templates inside the LinkedIn inbox within Breakcold?](https://developer.breakcold.com/help/inbox-messaging/can-i-use-templates-inside-the-linkedin-inbox-within-breakcold.md): Yes, but keep in mind that variables in templates won’t populate in LinkedIn messages - [Can I use variables when composing an email from the general inbox?](https://developer.breakcold.com/help/inbox-messaging/can-i-use-variables-when-composing-an-email-from-the-general-inbox.md): Can I use variables when composing an email from the general inbox? - [How can I access the templates I created and saved in my Social Inbox?](https://developer.breakcold.com/help/inbox-messaging/how-can-i-access-the-templates-i-created-and-saved-in-my-social-inbox.md): Yes, you can access them easily. In the reply message box, click the bookmark icon to open the list of your saved templates. - [How Can I Authorize My Team to Access My Email?](https://developer.breakcold.com/help/inbox-messaging/how-can-i-authorize-my-team-to-access-my-email.md): How Can I Authorize My Team to Access My Email? - [How can I filter messages in my Social Inbox?](https://developer.breakcold.com/help/inbox-messaging/how-can-i-filter-messages-in-my-social-inbox.md): You can use the filter menu to narrow down messages based on status, tags, reply activity, owners, date range, and connected accounts. - [How can I filter messages in my Social Inbox for leads only?](https://developer.breakcold.com/help/inbox-messaging/how-can-i-filter-messages-in-my-social-inbox-for-leads-only.md): You can filter messages for leads only by clicking the Lead Focus icon in your Social Inbox. - [How can I find only important messages in my social inbox?](https://developer.breakcold.com/help/inbox-messaging/how-can-i-find-only-important-messages-in-my-social-inbox.md): Select “Only important” from the filter menu to show messages that are marked as high priority. - [How can I mark a message as done?](https://developer.breakcold.com/help/inbox-messaging/how-can-i-mark-a-message-as-done.md): Yes. When a conversation is resolved or no longer needs follow-up, you can mark it as Done. - [How can I mark messages as important?](https://developer.breakcold.com/help/inbox-messaging/how-can-i-mark-messages-as-important.md): You can mark a message as important by clicking the star icon ⭐️ at the top or bottom of the message. - [How Can I Search Messages by Contact or Lead Name in the Inbox?](https://developer.breakcold.com/help/inbox-messaging/how-can-i-search-messages-by-contact-or-lead-name-in-the-inbox.md): How Can I Search Messages by Contact or Lead Name in the Inbox? - [How can I send my email, WhatsApp, LinkedIn, and Telegram messages from the lead view?](https://developer.breakcold.com/help/inbox-messaging/how-can-i-send-my-email-whatsapp-linkedin-and-telegram-messages-from-the-lead-view.md): You can send them under the Overview section. - [How do I create a message or email template in Breakcold?](https://developer.breakcold.com/help/inbox-messaging/how-do-i-create-a-message-or-email-template-in-breakcold.md): Go to your Settings → Templates, then choose between Email or Message types. - [How do I view only messages that haven’t been replied to?](https://developer.breakcold.com/help/inbox-messaging/how-do-i-view-only-messages-that-havent-been-replied-to.md): Use the “Has not replied” filter from the menu or at the top of the Social Inbox. - [How does “Last Interaction” work?](https://developer.breakcold.com/help/inbox-messaging/how-does-last-interaction-work.md): It tracks new interactions only, emails and direct messages that are sent, and the data refreshes every 24 hours. - [How to Connect a GSuite Account](https://developer.breakcold.com/help/inbox-messaging/how-to-connect-a-gsuite-account.md): How to Connect a GSuite Account Choose the OAuth method when setting up the connection. - [How to Connect an Outlook Account](https://developer.breakcold.com/help/inbox-messaging/how-to-connect-an-outlook-account.md): How to Connect an Outlook Account Connecting your Outlook account is easy, just follow these steps: 1. - [How to Connect an SMTP/IMAP Account](https://developer.breakcold.com/help/inbox-messaging/how-to-connect-an-smtpimap-account.md): Common Mistakes to Avoid Not verifying SMTP/IMAP ports and hostnames with your email provider — always check their official settings. - [How to connect your Gmail](https://developer.breakcold.com/help/inbox-messaging/how-to-connect-your-gmail.md): To connect your regular Gmail account, go to the Security section of your Google Account. - [How to Integrate WhatsApp](https://developer.breakcold.com/help/inbox-messaging/how-to-integrate-whatsapp.md): How to Integrate WhatsApp Go to Accounts, then click and select Whatsapp from the dropdown list. - [How to link your Telegram account?](https://developer.breakcold.com/help/inbox-messaging/how-to-link-your-telegram-account.md): How to link your Telegram account? Go to Accounts, then click and select Telegram from the dropdown list. - [How to Set Up Your Email Signature?](https://developer.breakcold.com/help/inbox-messaging/how-to-set-up-your-email-signature.md): ⚠️ Important: If you're using an HTML signature , make sure to leave HTML mode ON turning it off will break your formatting. - [How to Use Variables in the Email Signature Box](https://developer.breakcold.com/help/inbox-messaging/how-to-use-variables-in-the-email-signature-box.md): How to Use Variables in the Email Signature Box To insert a variable (like first name, company name, etc.), just type the / symbol in the signature box. - [I activated SMTP on my Outlook account but still get a "disabled" message. What should I do?](https://developer.breakcold.com/help/inbox-messaging/i-activated-smtp-on-my-outlook-account-but-still-get-a-disabled-message-what-should-i-do.md): If you’ve enabled SMTP in Outlook but still see a "disabled" message, try these steps: 1. - [I can't see my messages in the Social Inbox. What should I do?](https://developer.breakcold.com/help/inbox-messaging/i-cant-see-my-messages-in-the-social-inbox-what-should-i-do.md): If you're unable to see your messages, try the following steps: 1. - [Inbox & Messaging](https://developer.breakcold.com/help/inbox-messaging/index.md): Manage inboxes, messages, email accounts, signatures, and templates. - [What Are the Access Levels on Your Email/Whatsapp/Linkedin/Telegram Account?](https://developer.breakcold.com/help/inbox-messaging/what-are-the-access-levels-on-your-emailwhatsapplinkedintelegram-account.md): What Are the Access Levels on Your Email Account? - [What does the “Date range” filter do?](https://developer.breakcold.com/help/inbox-messaging/what-does-the-date-range-filter-do.md): This allows you to view messages from a specific time period. - [What does the Refresh button in the inbox do?](https://developer.breakcold.com/help/inbox-messaging/what-does-the-refresh-button-in-the-inbox-do.md): The refresh button in the inbox is typically used to: Manually update your inbox to check for and display the latest messages. - [What happens if I add a variable directly in the message box (not using a template)?](https://developer.breakcold.com/help/inbox-messaging/what-happens-if-i-add-a-variable-directly-in-the-message-box-not-using-a-template.md): You may see a warning message, as this is not currently supported - [What is “My Inbox”?](https://developer.breakcold.com/help/inbox-messaging/what-is-my-inbox.md): My Inbox displays messages that are assigned to you . - [What is the 'Activity' Section in Breakcold?](https://developer.breakcold.com/help/inbox-messaging/what-is-the-activity-section-in-breakcold.md): 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. - [Where can I change my email?](https://developer.breakcold.com/help/inbox-messaging/where-can-i-change-my-email.md): Note: For security reasons, you must sign out and sign back in before you can change your email address. - [Where can I manage my email, LinkedIn, WhatsApp, and Telegram accounts?](https://developer.breakcold.com/help/inbox-messaging/where-can-i-manage-my-email-linkedin-whatsapp-and-telegram-accounts.md): Where can I manage my email, LinkedIn, WhatsApp, and Telegram accounts? - [Why do I see a "Create Lead" button in my Social Inbox messages?](https://developer.breakcold.com/help/inbox-messaging/why-do-i-see-a-create-lead-button-in-my-social-inbox-messages.md): You see the "Create Lead" option when the contact messaging you hasn’t been converted into a lead or added as a lead in your CRM yet. - [Will a message I mark Done in the inbox bounce back to To-do when the recipient replies?](https://developer.breakcold.com/help/inbox-messaging/will-a-message-i-mark-done-in-the-inbox-bounce-back-to-to-do-when-the-recipient-replies.md): Yes, when the recipient replies, the conversation will return to your To-do section - [Breakcold Support Help Center](https://developer.breakcold.com/help/index.md): Support documentation only for the Breakcold web app at app.breakcold.com. - [Are custom attributes available in the API, Zapier, and Make?](https://developer.breakcold.com/help/integrations-api/are-custom-attributes-available-in-the-api-zapier-and-make.md): Yes — custom attributes are now fully supported in our API , as well as Zapier and Make integrations. - [Are Fireflies call transcripts saved as activities in Breakcold?](https://developer.breakcold.com/help/integrations-api/are-fireflies-call-transcripts-saved-as-activities-in-breakcold.md): Yes, once synced, the meeting will appear in the Activity section of the lead, and the full transcript will be available under the Meetings tab. - [Can Fireflies automatically create tasks based on the meeting?](https://developer.breakcold.com/help/integrations-api/can-fireflies-automatically-create-tasks-based-on-the-meeting.md): Yes, Fireflies can create tasks from meeting action items, and these tasks will be synced directly into Breakcold. - [Can I add my previous meetings in Fireflies.ai to Breakcold?](https://developer.breakcold.com/help/integrations-api/can-i-add-my-previous-meetings-in-firefliesai-to-breakcold.md): Yes! You can sync your past meetings from Fireflies.ai to Breakcold by using the resync or import feature in Fireflies. - [Can I disconnect or change my AI notetaker API key after setup?](https://developer.breakcold.com/help/integrations-api/can-i-disconnect-or-change-my-ai-notetaker-api-key-after-setup.md): Yes, you can update or remove your API key anytime in the Breakcold integration settings. - [Can I speed up the transcript syncing process?](https://developer.breakcold.com/help/integrations-api/can-i-speed-up-the-transcript-syncing-process.md): Yes, by creating a webhook URL in Breakcold and connecting it to your AI notetaker, transcripts can sync in about 10 to 20 minutes. - [Do I need a paid Fireflies.ai plan for this integration?](https://developer.breakcold.com/help/integrations-api/do-i-need-a-paid-firefliesai-plan-for-this-integration.md): Yes - [Do you have Webhook?](https://developer.breakcold.com/help/integrations-api/do-you-have-webhook.md): YES. You can set up webhook on this page and this is the related doc. - [How do I connect my Fireflies account to Breakcold?](https://developer.breakcold.com/help/integrations-api/how-do-i-connect-my-fireflies-account-to-breakcold.md): Simply copy your API key from your AI notetaker and paste it into the Breakcold integration settings. - [How often do transcripts sync automatically?](https://developer.breakcold.com/help/integrations-api/how-often-do-transcripts-sync-automatically.md): Transcripts sync every 3 hours by default. - [How reliable is the sync between my AI notetaker and Breakcold?](https://developer.breakcold.com/help/integrations-api/how-reliable-is-the-sync-between-my-ai-notetaker-and-breakcold.md): It’s very reliable, especially when using the webhook feature for faster updates. - [How to utilise the Make Integration](https://developer.breakcold.com/help/integrations-api/how-to-utilise-the-make-integration.md): You asked for it (massively), we did it! ⚔️ Hey Breakcolders 😎 We finally released our Make integration. - [Integrations & API](https://developer.breakcold.com/help/integrations-api/index.md): Connect integrations, use webhooks, and find API resources. - [Is activity synced across integrations (like Gmail or LinkedIn)?](https://developer.breakcold.com/help/integrations-api/is-activity-synced-across-integrations-like-gmail-or-linkedin.md): Yes , activity is synced across integrations like Gmail and LinkedIn, as long as the integrations are properly connected. - [Is there a delay between finishing a call and seeing the transcript in Breakcold?](https://developer.breakcold.com/help/integrations-api/is-there-a-delay-between-finishing-a-call-and-seeing-the-transcript-in-breakcold.md): By default, yes up to 3 hours. But with the webhook setup, this delay is reduced to 10–20 minutes. - [Is this AI notetaker integration available to all users or only on certain plans?](https://developer.breakcold.com/help/integrations-api/is-this-ai-notetaker-integration-available-to-all-users-or-only-on-certain-plans.md): Yes, it’s available to all plans. You can find and integrate it through the App Store along with other available apps. - [Is Using Different IP Addresses a Problem?](https://developer.breakcold.com/help/integrations-api/is-using-different-ip-addresses-a-problem.md): No, using different IP addresses does not get your account banned. - [Native CRM integration: HeyReach for smooth LinkedIn Workflows 🎉](https://developer.breakcold.com/help/integrations-api/native-crm-integration-heyreach-for-smooth-linkedin-workflows.md): We have an INSANE AMOUNT of joint customers. - [native CRM integration: Lemlist w/ quick interview with CEO 🎉](https://developer.breakcold.com/help/integrations-api/native-crm-integration-lemlist-w-quick-interview-with-ceo.md): Our integration with Lemlist is live AND I got Charles Tenot (CEO) to talk about Lemlist & Lempire in the beginning of this video (the full micro interview will be released later). - [native CRM integration: REPLY.IO for multi-channel outreach & more 🎉](https://developer.breakcold.com/help/integrations-api/native-crm-integration-replyio-for-multi-channel-outreach-more.md): 2 months ago, I realized with Alex's case study that we started to have more and more Breakcold customers using Reply. - [native CRM integration: TRIGIFY for social signals 🎉](https://developer.breakcold.com/help/integrations-api/native-crm-integration-trigify-for-social-signals.md): Many customers are Trigify power users, so we've joined forces with Trigify ! - [Native integration with Smartlead](https://developer.breakcold.com/help/integrations-api/native-integration-with-smartlead.md): Manually or automatically, you can push leads from Breakcold to Smartlead campaigns. - [Once connected, how are meeting transcripts and videos synced into Breakcold?](https://developer.breakcold.com/help/integrations-api/once-connected-how-are-meeting-transcripts-and-videos-synced-into-breakcold.md): After your calls finish, the text and video transcripts are automatically pushed into Breakcold. - [Slack Native Integration](https://developer.breakcold.com/help/integrations-api/slack-native-integration.md): We did it! After 1.5+ years of building the foundations of Breakcold Sales CRM, we're now entering our integration phase, making it easier for Breakcold to work seamlessly with... - [What does the Fireflies AI integration with Breakcold do?](https://developer.breakcold.com/help/integrations-api/what-does-the-fireflies-ai-integration-with-breakcold-do.md): The integration lets Fireflies automatically record and transcribe your meetings, then push AI-generated summaries, key points, and action items directly into Breakcold, all lin... - [What is a webhook URL, and how do I use it to get faster transcript syncs?](https://developer.breakcold.com/help/integrations-api/what-is-a-webhook-url-and-how-do-i-use-it-to-get-faster-transcript-syncs.md): A webhook URL is a special link that lets your AI notetaker notify Breakcold immediately when a transcript is ready. - [What is the Fireflies.ai integration in Breakcold?](https://developer.breakcold.com/help/integrations-api/what-is-the-firefliesai-integration-in-breakcold.md): Learn more about What is the Fireflies.ai integration in Breakcold?. - [What types of AI notetakers are supported for this integration?](https://developer.breakcold.com/help/integrations-api/what-types-of-ai-notetakers-are-supported-for-this-integration.md): Most popular AI notetakers with API access, like Fireflies.ai and others, can be integrated. - [Where can I access your API documentation?](https://developer.breakcold.com/help/integrations-api/where-can-i-access-your-api-documentation.md): You can access the API documentation using this link. - [Where can I add the webhook URL from Breakcold to Fireflies?](https://developer.breakcold.com/help/integrations-api/where-can-i-add-the-webhook-url-from-breakcold-to-fireflies.md): You can add the webhook URL in Breakcold from the App section here: ​https://app.breakcold.com/settings/applications Once there, click on Fireflies (after you've integrated it),... - [Where can I get my API key?](https://developer.breakcold.com/help/integrations-api/where-can-i-get-my-api-key.md): Your API key can be found in your settings here. - [Can I add a company via the LinkedIn extension?](https://developer.breakcold.com/help/linkedin-extension/can-i-add-a-company-via-the-linkedin-extension.md): 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. - [Can I connect multiple LinkedIn accounts?](https://developer.breakcold.com/help/linkedin-extension/can-i-connect-multiple-linkedin-accounts.md): You can switch between multiple LinkedIn accounts one at a time. - [Can I enrich LinkedIn leads from the Chrome extension?](https://developer.breakcold.com/help/linkedin-extension/can-i-enrich-linkedin-leads-from-the-chrome-extension.md): Yes, but with a condition. Breakcold’s extension does not extract email or phone number from LinkedIn. - [Can I import leads in bulk using the Breakcold LinkedIn extension?](https://developer.breakcold.com/help/linkedin-extension/can-i-import-leads-in-bulk-using-the-breakcold-linkedin-extension.md): No, currently the extension supports importing one lead at a time. - [Can I manage multiple LinkedIn accounts?](https://developer.breakcold.com/help/linkedin-extension/can-i-manage-multiple-linkedin-accounts.md): Yes, you can manage multiple LinkedIn accounts by picking the one with which you want to engage. - [Can I send LinkedIn connection requests directly from Breakcold?](https://developer.breakcold.com/help/linkedin-extension/can-i-send-linkedin-connection-requests-directly-from-breakcold.md): No, you can’t send LinkedIn connection requests from Breakcold. - [Can I use custom proxies to connect a LinkedIn Account](https://developer.breakcold.com/help/linkedin-extension/can-i-use-custom-proxies-to-connect-a-linkedin-account.md): Yes you can. ​ To do it, click on Optional Settings when you connect your LinkedIn Account. - [How can I disable Breakcold only on Gmail while keeping it active on LinkedIn?](https://developer.breakcold.com/help/linkedin-extension/how-can-i-disable-breakcold-only-on-gmail-while-keeping-it-active-on-linkedin.md): From the Breakcold extension, click the cogwheel icon to access sync settings. - [How can I keep my LinkedIn account safe when using Breakcold?](https://developer.breakcold.com/help/linkedin-extension/how-can-i-keep-my-linkedin-account-safe-when-using-breakcold.md): Use discretion when working with Breakcold on LinkedIn Example Risky Behavior: Sending automated invites via a tool At the same time, sending manual messages through Breakcold F... - [How can I quickly switch between workspaces using the Chrome extension?](https://developer.breakcold.com/help/linkedin-extension/how-can-i-quickly-switch-between-workspaces-using-the-chrome-extension.md): You can now easily switch between workspaces using the up/down arrows next to the cogwheel icon. - [How do I install the Breakcold LinkedIn extension?](https://developer.breakcold.com/help/linkedin-extension/how-do-i-install-the-breakcold-linkedin-extension.md): You can add it from the Chrome Web Store by searching “Breakcold” and clicking “Add to Chrome.” - [How Do I View Lead Details, Notes, Activity, Tasks, and Track LinkedIn Posts in the Breakcold Chrome Extension?](https://developer.breakcold.com/help/linkedin-extension/how-do-i-view-lead-details-notes-activity-tasks-and-track-linkedin-posts-in-the-breakcold-chrome-extension.md): To access all lead-related information within the Breakcold Chrome Extension including notes, activity history, tasks, and the tracking button for LinkedIn posts, you’ll need to... - [How to Add a Lead Using the Chrome Extension](https://developer.breakcold.com/help/linkedin-extension/how-to-add-a-lead-using-the-chrome-extension.md): 1. Click on Bsync (the Breakcold icon) in your Chrome toolbar. - [How to connect my LinkedIn account?](https://developer.breakcold.com/help/linkedin-extension/how-to-connect-my-linkedin-account.md): How to connect my LinkedIn account? Go to Accounts, then click and select Linkedin from the dropdown list. - [I get a message that my extension is not connected. What should I do?](https://developer.breakcold.com/help/linkedin-extension/i-get-a-message-that-my-extension-is-not-connected-what-should-i-do.md): Please make sure your LinkedIn account is connected via your Breakcold account settings. - [I get a ‘Not available on mobile’ error when connecting the Chrome extension.](https://developer.breakcold.com/help/linkedin-extension/i-get-a-not-available-on-mobile-error-when-connecting-the-chrome-extension.md): Make sure you’re using a desktop view, you can check this in your browser’s developer console next to the Elements tab. - [I'm trying to reconnect my LinkedIn account, but it's asking me to check my authentication app. What should I do?](https://developer.breakcold.com/help/linkedin-extension/im-trying-to-reconnect-my-linkedin-account-but-its-asking-me-to-check-my-authentication-app-what-should-i-do.md): If LinkedIn is asking you to check your authentication app, it means two-factor authentication (2FA) is enabled on your account. - [LinkedIn & Extension](https://developer.breakcold.com/help/linkedin-extension/index.md): Connect LinkedIn, use the Chrome extension, and keep accounts synced. - [Is Breakcold Safe to Use with LinkedIn?](https://developer.breakcold.com/help/linkedin-extension/is-breakcold-safe-to-use-with-linkedin.md): Yes, Breakcold is designed to be safe for your LinkedIn account. - [Is there any risk that LinkedIn will block my account because of Breakcold’s activity?](https://developer.breakcold.com/help/linkedin-extension/is-there-any-risk-that-linkedin-will-block-my-account-because-of-breakcolds-activity.md): The risk is very low! Breakcold isn’t an automation tool, and over 10,000 users haven’t been banned. - [The Chrome extension isn't loading properly, how do I fix it?](https://developer.breakcold.com/help/linkedin-extension/the-chrome-extension-isnt-loading-properly-how-do-i-fix-it.md): Make sure you're on the latest version (you can check under chrome://extensions). - [What does the Breakcold LinkedIn extension do?](https://developer.breakcold.com/help/linkedin-extension/what-does-the-breakcold-linkedin-extension-do.md): It helps you import leads directly from LinkedIn into Breakcold, track engagement, and manage your outreach efficiently. - [What Is the Resync Button on Your Social Accounts?](https://developer.breakcold.com/help/linkedin-extension/what-is-the-resync-button-on-your-social-accounts.md): The Resync button lets you force a full sync of your Social Inbox (Linkedin/Whatsapp/Telegram). - [What should I do if the BRSYNC button is missing in the Breakcold Chrome Extension?](https://developer.breakcold.com/help/linkedin-extension/what-should-i-do-if-the-brsync-button-is-missing-in-the-breakcold-chrome-extension.md): Fixing Missing BRSYNC Button in Breakcold Extension Steps to try: 1. - [Which LinkedIn pages support the extension?](https://developer.breakcold.com/help/linkedin-extension/which-linkedin-pages-support-the-extension.md): You can use it on LinkedIn profiles, LinkedIn Sales Navigator, and LinkedIn search results. - [Which platforms does the Breakcold extension support?](https://developer.breakcold.com/help/linkedin-extension/which-platforms-does-the-breakcold-extension-support.md): Supported Platforms You can use the extension on: LinkedIn LinkedIn Sales Navigator Gmail Instagram Twitter YouTube WhatsApp Facebook - [Who should connect the LinkedIn account? (IP locations & more)](https://developer.breakcold.com/help/linkedin-extension/who-should-connect-the-linkedin-account-ip-locations-more.md): If you're managing Breakcold for someone else, we strongly recommend you to let the person connect THEMSELVES the LinkedIn account unless you're in the same location. - [Why can’t I see the BR Sync button in LinkedIn?](https://developer.breakcold.com/help/linkedin-extension/why-cant-i-see-the-br-sync-button-in-linkedin.md): If the BR Sync button isn’t showing, try the following steps: 1. - [Why is the tracking not working even though my LinkedIn accounts are connected?](https://developer.breakcold.com/help/linkedin-extension/why-is-the-tracking-not-working-even-though-my-linkedin-accounts-are-connected.md): If tracking isn’t working despite your LinkedIn account being connected, here are a few things to check: 1. - [Why isn’t the extension working on LinkedIn?](https://developer.breakcold.com/help/linkedin-extension/why-isnt-the-extension-working-on-linkedin.md): Common reasons include browser cache issues, conflicting extensions, or the extension needing an update. - [Are bulk delete actions on Deals permanent or reversible?](https://developer.breakcold.com/help/pipeline-deals/are-bulk-delete-actions-on-deals-permanent-or-reversible.md): Bulk deletes are permanent and cannot be reversed. - [Are there permission restrictions on who can perform bulk actions on deals?](https://developer.breakcold.com/help/pipeline-deals/are-there-permission-restrictions-on-who-can-perform-bulk-actions-on-deals.md): Yes, only users with appropriate roles and permissions in your workspace can perform bulk deal actions. - [Can each deal have its own stage and value?](https://developer.breakcold.com/help/pipeline-deals/can-each-deal-have-its-own-stage-and-value.md): Yes, each deal is tracked independently with its own pipeline stage, value, and notes. - [Can I add leads directly in the pipeline?](https://developer.breakcold.com/help/pipeline-deals/can-i-add-leads-directly-in-the-pipeline.md): 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. - [Can I add more than one deal to the same lead?](https://developer.breakcold.com/help/pipeline-deals/can-i-add-more-than-one-deal-to-the-same-lead.md): Yes, you can add multiple deals under the same contact or company profile. - [Can I add or remove tags from multiple deals at once?](https://developer.breakcold.com/help/pipeline-deals/can-i-add-or-remove-tags-from-multiple-deals-at-once.md): Yes, you can add or remove tags from multiple deals at once. - [Can I assign multiple deals to a specific owner or team member at once?](https://developer.breakcold.com/help/pipeline-deals/can-i-assign-multiple-deals-to-a-specific-owner-or-team-member-at-once.md): Yes, after selecting multiple deals, you can assign them to an owner or team member via the bulk action options. - [Can I automate bulk deal updates through integrations?](https://developer.breakcold.com/help/pipeline-deals/can-i-automate-bulk-deal-updates-through-integrations.md): Some integrations support deal updates, but bulk automation depends on the connected app’s capabilities. - [Can I export or import data for multiple deals at once?](https://developer.breakcold.com/help/pipeline-deals/can-i-export-or-import-data-for-multiple-deals-at-once.md): Yes, you can select multiple deals to export or import data. - [Can I see past deals I've added?](https://developer.breakcold.com/help/pipeline-deals/can-i-see-past-deals-ive-added.md): Yes! Under Recent Deals, you’ll see a list of previously created deals for easy reference or reuse. - [Can I use this integration to track conversation insights across deals?](https://developer.breakcold.com/help/pipeline-deals/can-i-use-this-integration-to-track-conversation-insights-across-deals.md): Yes, integrating Fireflies.ai with Breakcold lets you automatically sync meeting transcripts, summaries, and action items directly to your deals. - [Can I view both video and text transcripts inside a lead or deal?](https://developer.breakcold.com/help/pipeline-deals/can-i-view-both-video-and-text-transcripts-inside-a-lead-or-deal.md): Yes, you can! Both video and text transcripts are stored under the Meetings section, which you can find on the profile page of the lead, company, or deal. - [How can I add a deal to the pipeline?](https://developer.breakcold.com/help/pipeline-deals/how-can-i-add-a-deal-to-the-pipeline.md): Yes, you can! Go to the pipeline where you want to add the deal. - [How can I check when a lead was added to the pipeline?](https://developer.breakcold.com/help/pipeline-deals/how-can-i-check-when-a-lead-was-added-to-the-pipeline.md): Yes, you can check this in the Lead Activity section. - [How can I delete multiple deals at once?](https://developer.breakcold.com/help/pipeline-deals/how-can-i-delete-multiple-deals-at-once.md): After selecting the deals, a bulk action menu will appear at the bottom. - [How can I edit the tag on my existing deals?](https://developer.breakcold.com/help/pipeline-deals/how-can-i-edit-the-tag-on-my-existing-deals.md): Just click on the tag, hover over it, and an ellipsis (three dots) will appear. - [How do I change the status of multiple deals in one go?](https://developer.breakcold.com/help/pipeline-deals/how-do-i-change-the-status-of-multiple-deals-in-one-go.md): You can update the deal stage for multiple deals by selecting them and choosing the desired stage in the bulk action menu. - [How do I generate reports based on multiple selected deals?](https://developer.breakcold.com/help/pipeline-deals/how-do-i-generate-reports-based-on-multiple-selected-deals.md): You can filter your deals, then export them or view analytics based on those filters. - [How to Add a Deal in Breakcold](https://developer.breakcold.com/help/pipeline-deals/how-to-add-a-deal-in-breakcold.md): You can add a deal in two easy ways: 1. From the Deals section Click “Deals” on the left menu. - [How to Change Currency in Your Sales Pipeline](https://developer.breakcold.com/help/pipeline-deals/how-to-change-currency-in-your-sales-pipeline.md): How to Change Currency in Your Sales Pipeline Click the $ icon in your pipeline view to change the currency. - [How to Customize Your Pipeline](https://developer.breakcold.com/help/pipeline-deals/how-to-customize-your-pipeline.md): How to Customize Your Pipeline Drag and drop columns to rearrange the order of your stages. - [How to Identify or Set the Status Type in Your Pipeline](https://developer.breakcold.com/help/pipeline-deals/how-to-identify-or-set-the-status-type-in-your-pipeline.md): 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. - [How to Use the Sales Pipeline](https://developer.breakcold.com/help/pipeline-deals/how-to-use-the-sales-pipeline.md): 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... - [Pipeline & Deals](https://developer.breakcold.com/help/pipeline-deals/index.md): Use pipelines, deals, stages, values, currencies, and deal bulk actions. - [Is the Multiple Deals feature available to all users or only on certain plans?](https://developer.breakcold.com/help/pipeline-deals/is-the-multiple-deals-feature-available-to-all-users-or-only-on-certain-plans.md): The Multiple Deals feature is available to all users on all plans - [Is the multiple deals feature still in beta?](https://developer.breakcold.com/help/pipeline-deals/is-the-multiple-deals-feature-still-in-beta.md): Yes, the multiple deals feature is still in beta. - [Is there an undo option if I accidentally delete multiple deals?](https://developer.breakcold.com/help/pipeline-deals/is-there-an-undo-option-if-i-accidentally-delete-multiple-deals.md): No, deletion is permanent and cannot be undone. - [What are the bulk functions available in the pipeline?](https://developer.breakcold.com/help/pipeline-deals/what-are-the-bulk-functions-available-in-the-pipeline.md): What are the bulk functions available in the pipeline? - [What is a Deal in Breakcold?](https://developer.breakcold.com/help/pipeline-deals/what-is-a-deal-in-breakcold.md): In Breakcold, a deal represents an opportunity you're tracking in your sales pipeline, such as a potential sale, partnership, or project. - [What is Lead Chance of closing (%) in the pipeline?](https://developer.breakcold.com/help/pipeline-deals/what-is-lead-chance-of-closing-in-the-pipeline.md): Lead Chance of Closing (%) in Breakcold shows how likely a lead is to become a customer. - [What Is Pipeline Analytics?](https://developer.breakcold.com/help/pipeline-deals/what-is-pipeline-analytics.md): What Is Pipeline Analytics? Pipeline Analytics in Breakcold gives you a clear view of your sales funnel performance. - [What is the Multiple Deals feature?](https://developer.breakcold.com/help/pipeline-deals/what-is-the-multiple-deals-feature.md): It lets you track more than one deal under the same lead or company. - [Where can I create and customize my deal attributes or properties?](https://developer.breakcold.com/help/pipeline-deals/where-can-i-create-and-customize-my-deal-attributes-or-properties.md): You can manage them by going to Settings Deal, or just click here: https://app.breakcold.com/settings/data/contract - [Why export works but import doesn’t in Pipeline](https://developer.breakcold.com/help/pipeline-deals/why-export-works-but-import-doesnt-in-pipeline.md): Pipeline shows leads grouped by stages in a Kanban view, not in a table or tabular format. - [Why would I need multiple deals for one contact?](https://developer.breakcold.com/help/pipeline-deals/why-would-i-need-multiple-deals-for-one-contact.md): For handling separate opportunities like different products, services, or timelines with the same lead or company - [Will bulk changes on deals trigger notifications?](https://developer.breakcold.com/help/pipeline-deals/will-bulk-changes-on-deals-trigger-notifications.md): Not at the moment. Bulk changes don’t send notifications, but all events are recorded in the activity section for your review. - [Will this affect my current pipeline setup?](https://developer.breakcold.com/help/pipeline-deals/will-this-affect-my-current-pipeline-setup.md): No, it will add flexibility but won’t interfere with your existing deals or pipeline structure. - [Are Older Posts Still Worth Engaging With?](https://developer.breakcold.com/help/social-engagement/are-older-posts-still-worth-engaging-with.md): Yes. Posts up to 1 year old can still be valuable for re-engagement. - [How Can I Filter the Engagement Feed?](https://developer.breakcold.com/help/social-engagement/how-can-i-filter-the-engagement-feed.md): You can filter your feed by lead lists or pipeline stages to stay focused during engagement sessions. - [How can I get notified when someone replies to my comment on LinkedIn?](https://developer.breakcold.com/help/social-engagement/how-can-i-get-notified-when-someone-replies-to-my-comment-on-linkedin.md): Right now, Breakcold doesn’t offer direct notifications for LinkedIn comment replies. - [How can I skip posts I don’t want to see?](https://developer.breakcold.com/help/social-engagement/how-can-i-skip-posts-i-dont-want-to-see.md): You can skip posts you don’t want to see by clicking the “Skip” option on the post. - [How Often Does the Feed Refresh?](https://developer.breakcold.com/help/social-engagement/how-often-does-the-feed-refresh.md): The feed refreshes every 2–3 hours between 9:30 AM and 8 PM. - [How to Search LinkedIn Posts by Keywords](https://developer.breakcold.com/help/social-engagement/how-to-search-linkedin-posts-by-keywords.md): This feature helps you quickly find LinkedIn posts to engage with, streamlining your prospecting efforts. - [Social Engagement](https://developer.breakcold.com/help/social-engagement/index.md): Track social posts, engagement feeds, comments, and engagement workflows. - [Is the Refresh Instant?](https://developer.breakcold.com/help/social-engagement/is-the-refresh-instant.md): Not instantly, but it's timely enough to keep you updated for effective sales engagement. - [Is There a Tracking Limit?](https://developer.breakcold.com/help/social-engagement/is-there-a-tracking-limit.md): Is there a tracking limit? Yes, you can track up to 300 leads per LinkedIn account for optimal feed refresh speed. - [What are 'Icebreakers' in Breakcold?](https://developer.breakcold.com/help/social-engagement/what-are-icebreakers-in-breakcold.md): 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." I... - [What Are Some Effective Engagement Strategies?](https://developer.breakcold.com/help/social-engagement/what-are-some-effective-engagement-strategies.md): 1. Time-block your engagement sessions based on lead stage. - [What is Connection Strength and how does it work?](https://developer.breakcold.com/help/social-engagement/what-is-connection-strength-and-how-does-it-work.md): Connection Strength is automatically calculated based on your Email and LinkedIn interactions with a lead. - [What Is Social Analytics?](https://developer.breakcold.com/help/social-engagement/what-is-social-analytics.md): What Is Social Analytics? Social Analytics in Breakcold helps you measure your LinkedIn activity and engagement. - [What is the Engagement Feed?](https://developer.breakcold.com/help/social-engagement/what-is-the-engagement-feed.md): The Engagement Feed is a curated stream of your leads’ LinkedIn posts. - [Where can I see all the posts?](https://developer.breakcold.com/help/social-engagement/where-can-i-see-all-the-posts.md): You can find them under Engagement All Posts. - [Why do I see old posts in the To Engage section, even though newer posts appear in the lead’s profile?](https://developer.breakcold.com/help/social-engagement/why-do-i-see-old-posts-in-the-to-engage-section-even-though-newer-posts-appear-in-the-leads-profile.md): The To Engage section shows posts that you haven’t interacted with in the past 7 days or more, meaning you haven’t liked, commented, or skipped them. - [Are Notification Settings User-Specific or Shared in Breakcold?](https://developer.breakcold.com/help/tasks-activities/are-notification-settings-user-specific-or-shared-in-breakcold.md): Are Notification Settings User-Specific or Shared in Breakcold? - [Are tasks linked to a message?](https://developer.breakcold.com/help/tasks-activities/are-tasks-linked-to-a-message.md): When you create a task from the Email or LinkedIn inbox, it will be linked to the last conversation with the lead so in 1 click you'll be taken back to the conversation to follo... - [Can I filter by my tasks, all tasks, or completed tasks?](https://developer.breakcold.com/help/tasks-activities/can-i-filter-by-my-tasks-all-tasks-or-completed-tasks.md): Can I filter by my tasks, all tasks, or completed tasks? - [Can I view or find my team’s tasks?](https://developer.breakcold.com/help/tasks-activities/can-i-view-or-find-my-teams-tasks.md): Can I view or find my team’s tasks? Yes, both All Tasks and Task Done can be filtered by team member. - [Do Notification Settings Sync Across Devices in Breakcold?](https://developer.breakcold.com/help/tasks-activities/do-notification-settings-sync-across-devices-in-breakcold.md): Do Notification Settings Sync Across Devices in Breakcold? - [How Do I Manage Email or In-App Notifications in Breakcold?](https://developer.breakcold.com/help/tasks-activities/how-do-i-manage-email-or-in-app-notifications-in-breakcold.md): How Do I Manage Email or In-App Notifications in Breakcold? - [How Do I Mark All Notifications as Read?](https://developer.breakcold.com/help/tasks-activities/how-do-i-mark-all-notifications-as-read.md): Step 1: Click the Bell icon to open your notification center. - [How Do I Stop Receiving Certain Notifications?](https://developer.breakcold.com/help/tasks-activities/how-do-i-stop-receiving-certain-notifications.md): How Do I Stop Receiving Certain Notifications? - [How is activity tracked in Breakcold?](https://developer.breakcold.com/help/tasks-activities/how-is-activity-tracked-in-breakcold.md): Activities are automatically logged when you send emails, receive replies, or interact with a lead. - [How to complete a task?](https://developer.breakcold.com/help/tasks-activities/how-to-complete-a-task.md): You need to click on the empty circle to complete a task, it will then go the Task done section. - [How to Create recurring tasks or tasks with a due date (reminder)](https://developer.breakcold.com/help/tasks-activities/how-to-create-recurring-tasks-or-tasks-with-a-due-date-reminder.md): How to Create recurring tasks or tasks with a due date (reminder) You can create recurring tasks, like weekly follow-ups, and assign them to multiple team members. - [How to create Tasks (Reminders)](https://developer.breakcold.com/help/tasks-activities/how-to-create-tasks-reminders.md): Tasks & Notes in Breakcold: What to Remember You can assign tasks or notes to yourself or your team. - [How to view all my tasks?](https://developer.breakcold.com/help/tasks-activities/how-to-view-all-my-tasks.md): How to view all my tasks? By going to 'Tasks', you'll see everything: - late tasks - tasks that don't have a date - tasks that have a date - [If I mark a message as done and they respond, will it come back?](https://developer.breakcold.com/help/tasks-activities/if-i-mark-a-message-as-done-and-they-respond-will-it-come-back.md): Replies will continue in the thread, but the message stays in 'Done' section and won’t reopen. - [I’m Not Receiving Notifications, What Should I Do?](https://developer.breakcold.com/help/tasks-activities/im-not-receiving-notifications-what-should-i-do.md): I’m Not Receiving Notifications, What Should I Do? - [Tasks & Activities](https://developer.breakcold.com/help/tasks-activities/index.md): Handle tasks, reminders, activity history, notifications, and done states. - [What counts as an activity?](https://developer.breakcold.com/help/tasks-activities/what-counts-as-an-activity.md): Activities can include emails sent, replies received, LinkedIn interactions, notes added, tasks completed, lead actions, and more. - [What happens when my bill is overdue?](https://developer.breakcold.com/help/tasks-activities/what-happens-when-my-bill-is-overdue.md): When your payment is past due: Your workspace may lose access to connected services. - [What is “Last Interaction”?](https://developer.breakcold.com/help/tasks-activities/what-is-last-interaction.md): The Last Interaction refers to the most recent engagement you’ve had with a lead, specifically through email or social DMs. - [What is Notifications & Preferences?](https://developer.breakcold.com/help/tasks-activities/what-is-notifications-preferences.md): At Breakcold, notifications are a key feature designed to keep you informed about important events and updates related to your contacts, tasks, and system activities. - [What is the “Done” section?](https://developer.breakcold.com/help/tasks-activities/what-is-the-done-section.md): The Done section contains messages you’ve completed. - [What is the “To Do” section?](https://developer.breakcold.com/help/tasks-activities/what-is-the-to-do-section.md): The To Do section shows all open or active messages that require attention. - [When creating a task, can I add or assign it to someone?](https://developer.breakcold.com/help/tasks-activities/when-creating-a-task-can-i-add-or-assign-it-to-someone.md): When creating a task, can I add or assign it to someone? - [How can I prevent my account from being disconnected?](https://developer.breakcold.com/help/troubleshooting/how-can-i-prevent-my-account-from-being-disconnected.md): To avoid interruptions: 1. Ensure timely payments – Track your billing cycle and pay before the due date. - [I lost all my data. Where can I find it?](https://developer.breakcold.com/help/troubleshooting/i-lost-all-my-data-where-can-i-find-it.md): First, please make sure you’re logged in using the correct email address you originally signed up with. - [I'm not getting the SMS from the 2FA by LinkedIn](https://developer.breakcold.com/help/troubleshooting/im-not-getting-the-sms-from-the-2fa-by-linkedin.md): In that case, there's nothing we can do it's on the LinkedIn side. - [Troubleshooting](https://developer.breakcold.com/help/troubleshooting/index.md): Fix stuck states, missing data, connection issues, and unexpected errors. - [Why is my LinkedIn status stuck on “Authenticating” and how do I resolve it?](https://developer.breakcold.com/help/troubleshooting/why-is-my-linkedin-status-stuck-on-authenticating-and-how-do-i-resolve-it.md): If your LinkedIn status is stuck on “Authenticating” for more than an hour, it’s likely due to an error during the setup process. - [Are tags shared across team members?](https://developer.breakcold.com/help/workspace-permissions/are-tags-shared-across-team-members.md): Yes, tags are workspace-wide, so all team members can see and use them to stay aligned. - [Can I make the template available to all workspaces?](https://developer.breakcold.com/help/workspace-permissions/can-i-make-the-template-available-to-all-workspaces.md): Yes, you can! Just toggle on the option that says " Workspace template (available on all workspaces)" to enable it. - [Can I reset my workspace?](https://developer.breakcold.com/help/workspace-permissions/can-i-reset-my-workspace.md): Can I reset my workspace? Yes, you can reset your workspace by going to Settings General. - [Can I see team members’ activity?](https://developer.breakcold.com/help/workspace-permissions/can-i-see-team-members-activity.md): Yes, this feature is available on the Custom Plan designed for large enterprises. - [How can I add another Owner to my Breakcold workspace?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-add-another-owner-to-my-breakcold-workspace.md): How can I add another Owner to my Breakcold workspace? - [How can I change the default currency of my workspace?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-change-the-default-currency-of-my-workspace.md): How can I change the default currency of my workspace? - [How can I change the name of my workspace?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-change-the-name-of-my-workspace.md): How can I change the name of my workspace? - [How can I filter emails from being ingested into my workspace?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-filter-emails-from-being-ingested-into-my-workspace.md): How can I filter emails from being ingested into my workspace? - [How can I leave a workspace I no longer need?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-leave-a-workspace-i-no-longer-need.md): How can I leave a workspace I no longer need? - [How can I manage, create, or delete workspaces?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-manage-create-or-delete-workspaces.md): You can do this from Settings Organization Workspaces. - [How can I pin my sidebar?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-pin-my-sidebar.md): Just click the drawer icon (usually in the top-left corner) to expand the sidebar and view all your options. - [How can I update my default country code?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-update-my-default-country-code.md): How can I update my default country code? - [How can I update my profile picture and my personal information?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-update-my-profile-picture-and-my-personal-information.md): Go to Settings My Profile. Click on your current profile picture or the avatar icon. - [How can I upload my organization avatar?](https://developer.breakcold.com/help/workspace-permissions/how-can-i-upload-my-organization-avatar.md): Navigate to Settings Organization General, then click on the avatar image to upload a new one. - [Workspace & Permissions](https://developer.breakcold.com/help/workspace-permissions/index.md): Configure workspaces, organizations, roles, members, and preferences. - [What are the roles and permissions at the Organization level?](https://developer.breakcold.com/help/workspace-permissions/what-are-the-roles-and-permissions-at-the-organization-level.md): At the Organization level, roles define what a user can do across all workspaces within the organization. - [What is the difference between each workspace role?](https://developer.breakcold.com/help/workspace-permissions/what-is-the-difference-between-each-workspace-role.md): What is the difference between each workspace role? - [What’s the difference between organization and workspace roles & permissions](https://developer.breakcold.com/help/workspace-permissions/whats-the-difference-between-organization-and-workspace-roles-permissions.md): Organization roles control the account-level permissions (billing, seats, and workspace management), while workspace roles control user permissions within a specific workspace (... - [Where can I invite a team member?](https://developer.breakcold.com/help/workspace-permissions/where-can-i-invite-a-team-member.md): Note: Only Workspace Owners, Admins, and Managers can invite team members. - [Where can I invite organization team members?](https://developer.breakcold.com/help/workspace-permissions/where-can-i-invite-organization-team-members.md): Go to Settings Organization Members. From there, you can invite new team members to join your organization. - [Where can I manage roles and permissions at the workspace level?](https://developer.breakcold.com/help/workspace-permissions/where-can-i-manage-roles-and-permissions-at-the-workspace-level.md): Where can I manage roles and permissions at the workspace level? - [Where can I update the name of my organization?](https://developer.breakcold.com/help/workspace-permissions/where-can-i-update-the-name-of-my-organization.md): Go to Settings Organization General, then edit the organization name field. - [Where can I upload my workspace avatar?](https://developer.breakcold.com/help/workspace-permissions/where-can-i-upload-my-workspace-avatar.md): Where can I upload my workspace avatar? Note: The maximum file size is 2MB, and supported formats are JPEG, PNG, and GIF. - [Integrations](https://developer.breakcold.com/integrations/integrations.md): Easily integrate with your favorite tools and services. - [Create an attributes](https://developer.breakcold.com/v3/api-reference/attributes/create-an-attributes.md) - [Delete an attribute](https://developer.breakcold.com/v3/api-reference/attributes/delete-an-attribute.md) - [List attributes](https://developer.breakcold.com/v3/api-reference/attributes/list-attributes.md) - [Update an attribute](https://developer.breakcold.com/v3/api-reference/attributes/update-an-attribute.md) - [Introduction](https://developer.breakcold.com/v3/api-reference/introduction.md): Welcome to the Breakcold API! You can use our API to access Breakcold API endpoints, which can get information on your leads and more. - [Connect a lead to a company](https://developer.breakcold.com/v3/api-reference/leads/connect-a-lead-to-a-company.md): id_lead need to be the company ID, id_lead_2 is the lead ID - [Create Lead](https://developer.breakcold.com/v3/api-reference/leads/create-a-lead.md) - [Delete a lead](https://developer.breakcold.com/v3/api-reference/leads/delete-a-lead.md) - [Delete many leads](https://developer.breakcold.com/v3/api-reference/leads/delete-many-leads.md) - [Disconnect a lead from a company](https://developer.breakcold.com/v3/api-reference/leads/disconnect-a-lead-from-a-company.md): id_lead need to be the company ID, id_lead_2 is the lead ID - [Get a lead by id](https://developer.breakcold.com/v3/api-reference/leads/get-a-lead-by-id.md) - [List leads with pagination and filters](https://developer.breakcold.com/v3/api-reference/leads/list-leads-with-pagination-and-filters.md) - [Search leads](https://developer.breakcold.com/v3/api-reference/leads/search-leads.md) - [Update Lead](https://developer.breakcold.com/v3/api-reference/leads/update-a-lead.md) - [Add many leads to a list](https://developer.breakcold.com/v3/api-reference/lists/add-many-leads-to-a-list.md): Add your leads to a list based on filters - [Create a list](https://developer.breakcold.com/v3/api-reference/lists/create-a-list.md) - [Delete a list](https://developer.breakcold.com/v3/api-reference/lists/delete-a-list.md) - [Duplicate a list](https://developer.breakcold.com/v3/api-reference/lists/duplicate-a-list.md) - [Get all lists](https://developer.breakcold.com/v3/api-reference/lists/get-all-lists.md) - [Move many leads to a list](https://developer.breakcold.com/v3/api-reference/lists/move-many-leads-to-a-list.md): Move your leads to a list based on filters - [Remove many leads from a list](https://developer.breakcold.com/v3/api-reference/lists/remove-many-leads-from-a-list.md): Remove your leads from a list based on filters - [Update a list](https://developer.breakcold.com/v3/api-reference/lists/update-a-list.md) - [Get members of a workspace](https://developer.breakcold.com/v3/api-reference/members/get-members-of-a-workspace.md) - [Create a note](https://developer.breakcold.com/v3/api-reference/notes/create-a-note.md) - [Delete a note](https://developer.breakcold.com/v3/api-reference/notes/delete-a-note.md) - [Get a note](https://developer.breakcold.com/v3/api-reference/notes/get-a-note.md) - [List notes](https://developer.breakcold.com/v3/api-reference/notes/list-notes.md) - [Update a note](https://developer.breakcold.com/v3/api-reference/notes/update-a-note.md) - [Create a reminder](https://developer.breakcold.com/v3/api-reference/reminders/create-a-reminder.md) - [Delete a reminder](https://developer.breakcold.com/v3/api-reference/reminders/delete-a-reminder.md) - [List reminders with filters and pagination](https://developer.breakcold.com/v3/api-reference/reminders/list-reminders-with-filters-and-pagination.md) - [Update a reminder](https://developer.breakcold.com/v3/api-reference/reminders/update-a-reminder.md) - [Create a status](https://developer.breakcold.com/v3/api-reference/status/create-a-status.md) - [Delete a status](https://developer.breakcold.com/v3/api-reference/status/delete-a-status.md) - [Update a status](https://developer.breakcold.com/v3/api-reference/status/update-a-status.md) - [Update many status](https://developer.breakcold.com/v3/api-reference/status/update-many-status.md) - [Create a tag](https://developer.breakcold.com/v3/api-reference/tags/create-a-tag.md) - [Delete a tag](https://developer.breakcold.com/v3/api-reference/tags/delete-a-tag.md) - [Get a tag by id](https://developer.breakcold.com/v3/api-reference/tags/get-a-tag-by-id.md) - [List tags](https://developer.breakcold.com/v3/api-reference/tags/list-tags.md) - [Update a tag](https://developer.breakcold.com/v3/api-reference/tags/update-a-tag.md) - [Get user details](https://developer.breakcold.com/v3/api-reference/user/get-user-details.md) - [Get user workspaces](https://developer.breakcold.com/v3/api-reference/workspaces/get-user-workspaces.md) - [ How to use Custom Attributes](https://developer.breakcold.com/v3/getting-started-attributes.md): Learn how to effectively use custom attributes in Breakcold to enhance your workflows. - [Quickstart](https://developer.breakcold.com/v3/quickstart.md): Start requesting Breakcold API in a few steps. - [Webhook](https://developer.breakcold.com/webhook.md) ## OpenAPI Specs - [openapi](https://developer.breakcold.com/v3/api-reference/openapi.json)