Manage your clients more efficiently through Bulk Actions on the Clients page.
Primary Audience: All Internal User
The Bulk Actions feature enables your team to efficiently manage your client list. You can perform the following client management tasks using Bulk Actions:
- Send Text Message
- Supported file formats: JPEG, JPG, PNG, GIF
- Maximum file size: 5MB
- Send Inbox Message
- Supported file formats: PDF, JPEG, JPG, PNG, GIF
- Maximum file size: 250MB
- Prohibited file formats: 'exe', 'scr', 'apk', & 'dmg'
- Assign/Remove Tags
- Assign/Remove Assigned Salespeople
- Edit Custom Profile data fields
- Create Notes
- Create Tasks
- Download Client Lists
To use the Bulk Actions feature, start by selecting multiple clients on the Clients page. Once you have made your selections, the bulk action taskbar will appear. From there, you can choose and perform the desired bulk action function.
Example:
The following example illustrates how an employee can use the Bulk Actions feature to send a text message to multiple clients simultaneously.
- Note: messages send 1:1; not as a group message
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.