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

Here is the procedure for doing an action on several clients at the same time

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

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:


Further information

To learn more about customer groups, click here.

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