How to take action on several clients at the same time?

In steps:

1. Click on the "Contacts" tab.

2. Click on the simplified client list.

3. Select the picture of each wanted client to select them specifically.***

4. Click on "Select an action" and choose the desired option.

5. Choose "Go".

6. Confirm.

*** To select multiple client at once, click on the square.

More details on the different possible actions:

1. Archive a client.

2. Add a stakeholder.

3. Add to a group.

Further information

To learn more about customer groups, click here.