How Do I Add A Bulk Call Reminder

You can add a bulk call reminder in the People tab.

An example of a time you may need to do this is when you have a group of old leads who has not made a purchase. By filtering the people you want to call, you can add a call reminder to each of the leads without needing to individually go into each of their profile to perform this action.

1. Go to the People tab.

2. Click Refine list to view filters.

3. Tick boxes of leads you want to change.

4. Click More Bulk Action > Add a Call.

5. The New Call window will appear.

6. Type a description in the summary field and select Later.

7. Choose your start date and time.

8. Tick box to confirm.

9. Click Save.

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