Explains Key Steps for Bulk Managing Client Statuses in Remindoo Effectively
Step 1: Select Clients 0:00
- Click on the checkboxes next to the clients you want to manage.
- You can select multiple clients at once.
Step 2: Delete Clients 0:14
- After selecting clients, click on the ‘Delete’ button.
- Confirm the action by typing ‘delete’ when prompted.
- The selected clients will be permanently deleted.
Step 3: Archive Clients 0:21
- To archive clients, click on the ‘Archive’ button after selection.
- Provide a reason for archiving when prompted.
- Archived clients will be moved to the archive folder.
Step 4: Freeze Clients 0:29
- To freeze clients, click on the ‘Freeze’ button after selection.
- Enter a reason for freezing the clients.
Step 5: Sync with Company’s House 0:37
- After freezing, you can sync the changes with the company’s house.
- Click on the appropriate button to complete the sync process.
Conclusion 0:48
- This guide covers how to bulk delete, archive, freeze, or sync clients.
- Thank you for watching!
