How To Bulk Edit

Speed up your workflow by using the bulk edit functionality to change call times and private messages.

Brandon avatar
Written by Brandon
Updated over a week ago

Step 1 — Go to your Recipients step

In your Call Sheet Builder, click Recipients.

Step 2 — Select your contacts

Select multiple contacts or click Select All.

Step 3 — Select a bulk edit option

You will see three options: Edit Call Time, Edit Private Message and Remove from Call Sheet. Select one of them, make your changes and they will apply to everyone that was selected.


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