How to Bulk Manage Clients in Remindoo - Remindoo

1. Select Clients

1. Click on the checkboxes next to the clients you want to manage.
2. You can select multiple clients at once.

2. Delete Clients

1. After selecting clients, click on the ‘Delete’ button.
2. Confirm the action by typing ‘delete’ when prompted.
3. The selected clients will be permanently deleted.

3. Archive Clients

1. To archive clients, click on the ‘Archive’ button after selection.
2. Provide a reason for archiving when prompted.
3. Archived clients will be moved to the archive folder.

4. Freeze Clients

1. To freeze clients, click on the ‘Freeze’ button after selection.
2. Enter a reason for freezing the clients.

5. Sync with Company’s House

Conclusion

1. After freezing, you can sync the changes with the company’s house.
2. Click on the appropriate button to complete the sync process.
3. This guide covers how to bulk delete, archive, freeze, or sync clients.
4. Thank you for watching!