In this video we’ll show you how to use multi-select to perform bulk actions.
- Use filters and tags to get to the correct record set. Select all on a page or the entire record set.
- Select multiple nudges to mark complete or archive.
- Select multiple contacts to add or remove tags, assign or remove lead advisors/contact owners, and most importantly to assign nudges to groups of contacts or households.
- Use in conjunction with recurring nudges to streamline your process even further.
Additional bulk actions coming soon:
- Importing contacts
- Syncing contacts