Bulk Actions | Assign Team Members

Here are the steps to take when you want to assign a group of contacts to a team member on your GroupTrack Account. 

  1. Open the webapp (app.grouptrackcrm.com)
  2. Click on the "All Contacts" Tab on the left hand side
  3. Use advanced filters to find the contacts you want to add or remove tags to. 
  4. Click "Bulk Actions:
  5. Click "What do you want to do?
  6. Click "Assign Team Member" 
  7. Select the contacts you want to apply this action to
  8. Click "process"
  9.  Refresh the screen to see the changes take affect.
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