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Bulk Actions in the All Contacts Report

How to use the Bulk action option in the all contacts report.

P
Written by Partner Training
Updated over a week ago

If you want to take a bulk action that will be applied to all or specific students, you can do so from the All Contacts report.

To perform a bulk action:

  1. Go to the left-side menu > Contacts > View Students.

  2. Select the students you want to apply the action to.

  3. Scroll down to the bulk action selection box.

  4. Choose the bulk action you want to perform.

  5. Click Go.

Note: Some bulk actions, such as adding or removing a tag, changing contact type, or updating the prospect phase, will require an additional step. For example, you will need to select the specific tag you want to add or remove.

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