Accessing the Data Manager
Click the hamburger menu (☰) located at the top left corner of your ProLine account.
From the menu, select Data Manager, this is the first option in the list.
The Data Manager will open in a new browser window.
Exploring the Data Manager Tabs
Once inside the Data Manager, you’ll see a series of tabs at the top of the screen:
Projects – Manage all your projects’ data.
Orgs – View and export your organizations.
Files – Store and manage uploaded files.
Contacts – Manage all contacts’ data.
Jobs – Manage all job-related information.
Activities – Track activity history and timelines.
Bulk Actions – Track mass updates or deletions for contacts and projects.
Note: In earlier versions of ProLine, only All Contacts and All Projects tabs were available. The Data Manager now includes Orgs, Jobs, and Files, making it a one-stop shop for managing all major data types in your account.
Key Features
Centralized View: Access all major data types from one location.
Filtering: Apply filters to quickly locate specific records.
Bulk Edit Projects: Allows you to update multiple projects at once, including assignees, stages, tags, main contacts, and campaign settings, with the option to schedule when changes take effect.
Bulk Delete Projects: Allows you to delete multiple projects in bulk, including associated contacts, with required confirmation and the ability to schedule the deletion.
Import & Export CSV: Some tabs offer the ability to import and export data directly, if you are an owner or admin.
Additional Resources
As you click through each tab, you’ll find different features and options. To learn more about the details of each tab, refer to the linked videos included below this article for step-by-step guidance.
Tip:Use the Data Manager as your starting point whenever you need to locate, filter, or export data as it’s the fastest way to navigate ProLine’s expanded capabilities.