How to Perform Group Actions from the Lead List in FranchiseSoft?
A list of the group action items includes the following:
• Assign Contact Group
• Call Log
• Change Lead Status
• Change Workflow Step
• Lead Owner
• Send Email
• Send SMS
• Subscribe for Email
• Unsubscribe for Email
• Subscribe for SMS
• Unsubscribe for SMS
• Assign Training
To access this feature from your Lead List:
1. Check the box to the left of the lead’s name on the Lead List.
2. A Select Group Action drop down menu will appear just above your Lead List on the left-hand side.
3. Choose the action you wish to apply to all of the selected contacts.
4. A pop-up will appear with details for the specific action you are applying.
5. Click submit after entering all pertinent details.
For More Details: https://app.franchisesoft.com/knowledge_base/article_detail/84
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