# Efficiently using Contacts & CRM

{% embed url="<https://app.guidde.com/share/playbooks/a3ye8WDoqnQmFVuuq5u78s>" %}

This guide will walk you through the process to using Whatstool.

#### Go to [app.whatstool.business](https://app.whatstool.business)

#### 1. Click "Contacts"

Click on "Contacts"

![Click 'Contacts'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2Fn7wksQaRxrBSYragPy8GRh_doc.png?alt=media\&token=caa5f40d-da78-4cb6-ba65-3656ebb5d186)

#### 2. Select the contacts

Fill in "on"

![Select the contacts](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2FrtyxnivZBKnf4pVeyAWgCF_doc.png?alt=media\&token=daa0b0a2-c051-42c6-a05c-7ae4cc0124f5)

#### 3. Click "Assign Bulk Labels"

Select the "Assign Bulk Labels" option

![Click 'Assign Bulk Labels'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2FhDi1K5K7WP1S9T9M6CKk15_doc.png?alt=media\&token=4cf54553-2e9e-4d53-8975-6c73e17d24c7)

#### 4. Select the label and Assign them

Navigate to the "Assign" section

![Select the label and Assign them](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2FopSM5u29woQAg76YGmwgtG_doc.png?alt=media\&token=fd55d51f-7390-4b59-aec9-889604bd9b88)

#### 5. You can the assigned labels will be available

Click on "Interested +1"

![You can the assigned labels will be available](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2FkJJbKXTVQyqm1pMSTw9k9Y_doc.png?alt=media\&token=1e717bd3-348d-48ad-82c6-5ab1af89e1a8)

#### 6. Even the multiple labels will be showing

Click the selected option

![Even the multiple labels will be showing](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2Fsm4PCm2dqZfRnYBCzaQ1kj_doc.png?alt=media\&token=76a37c4e-22f5-4dc7-9110-66db021f6ad3)

#### 7. Click "Filter"

Select the "Filter" option

![Click 'Filter'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2F9YwBuS6kLmcV5ngv3AaHjy_doc.png?alt=media\&token=0fa23c7b-c493-4227-8af7-07755cde18e1)

#### 8. Filter out the contacts based on your requirements

![Filter out the contacts based on your requirements](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2F5yiWW7KDgvSo94wTAnktUs_doc.png?alt=media\&token=3c28bf41-b79d-45ba-92f0-e861d6893da3)

#### 9. Select the label

![Select the label](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2FgR5HU42B5f5XMQiSdxzmjP_doc.png?alt=media\&token=ce1c4302-d54b-4bc4-a335-a393956ff1e5)

#### 10. Select the operation

![Select the operation](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2F4wFicwqdi9ubuWeKxxDDgX_doc.png?alt=media\&token=cdab27f9-31d9-4a4e-b4a1-3e8e2a1f9af1)

#### 11. This is mandatory

Fill in the text box with "Select ActionInclude ThisExclude This"

![This is mandatory](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2FonooHEdRi5H47fHBmtcZAF_doc.png?alt=media\&token=dd654633-51da-4e36-bed7-98715acff062)

#### 12. Click "Apply"

Click on "Apply"

![Click 'Apply'](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2FoCFZ9FX9w3pcY3xiqkNvTb_doc.png?alt=media\&token=9c1bb10c-2df1-4f1d-969b-46576956a0ff)

#### 13. You can run the campaign to selected contacts

Choose the "Start Campaign" option

![You can run the campaign to selected contacts](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2FtTU9kUhJMwwoDmmwbCXWEk_doc.png?alt=media\&token=0ef88dbc-dd40-4cf1-91d5-deaa9e148aeb)

#### 14. Also you can export these contacts

Select the option to "Export Contacts"

![Also you can export these contacts](https://static.guidde.com/v0/qg%2FghCodWMyQMWa7oM3Kox1Jg4byV62%2Fa3ye8WDoqnQmFVuuq5u78s%2FoVqPtTbKYVyiMsxfhR8ceF_doc.png?alt=media\&token=733388d2-cc21-445f-9739-80dde5c88daa)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.whatstool.business/contacts-and-crm/efficiently-using-contacts-and-crm.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.