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