Instead of scheduling or logging the same activities multiple times, WelcomeHome offers bulk activities, which allow you to schedule or log an activity from a list of prospects or referrers at once.
1. Click on the Prospects or the Referrers tab on the left-hand side of the screen.
2. From here you'll notice gray boxes next to the names of the prospect or referrers. To trigger bulk actions, click on the boxes associated with the individuals you're interested in selecting.
If you're interested in selecting everyone, you'll only need to select the very first gray box.
*Note: If you want to filter your prospect/referrer list to log or schedule an activity for a specific group of people, select your filters first before clicking "Bulk Actions". Any filters will be respected once this is clicked.
3. When selected, the boxes will turn blue with a white check mark. You’ll see these five options appear from the action menu: Log Activity, Schedule Activity, Email, Print Address Labels, and Add to List.
In the top right corner, you'll be able to see how many people were selected, option to bulk select using +Select All, and the ability to bulk clear all of the selected prospects/referrers with the 'Clear selected' button.
4. When one of the five options is selected from the action menu, you'll be able to further review/refine any of your selections.
5. Then, you'll be able to specify and add the details of the activity or email.
6. Lastly, you'll be prompted to do a confirmation of everything and see a display of the activities or email you'll be generating before hitting the blue save button on the bottom right.
*Note: The preview only displays one name, but it will still send and schedule everyone previously selected. If you toggle the arrow at the end, then it'll showcase all of the recipients.