Goal: Improve Efficiency of Managing Interest Schedules through Bulk Archiving.
Why?
This will reduce clutter, improve organisation within the CRM, and enhance overall user experience by making it easier to focus on active matches.
Bulk Archiving 💪
When working within your interest schedule, you have the option to update all matches at once if they share the same outcome. To do this, simply select the matches you wish to update, and apply the appropriate action required.
If you wish to bulk archive the requirements, select the option to Update > Archive from schedule. You will then be prompted to provide a reason for archiving. Once completed, you can continue managing your schedule with the updated information.
Alternative bulk options 🙋♀️
As bulk actions, you can also choose to apply alternative options such as discounting, sharing, marking a match as confidential, or adding it to a list for ongoing monitoring.
These options allow you to efficiently manage multiple matches at once, streamlining your workflow.
Bulk Discounting ❌
Bulk discounting can easily be applied within your interest schedule by selecting the "Set as Discounted" option. You will then be prompted to provide a reason and any relevant comments you feel are appropriate. This allows you to efficiently manage discounted matches in one simple step.
This will mark the match as non-active and include the reason and comment within your schedule for future reference.
Bulk Status update 🫴
If your matches require an update, this can also be done within the schedule by selecting the "Update Status" option. This allows you to efficiently manage any status changes as needed.
