Sometimes, you need to perform a bulk action on a selected bunch of contacts. With WorkSpace in iDashboard, you can easily perform bulk actions with a few clicks of your mouse. WorkSpace allows you to work smartly with a temporary list of contacts and perform bulk actions, including generating a bulk mail merge document or sending a bulk email or SMS. With the ability to add contact searches to WorkSpace, the possibilities for who you can send information to are endless.
Add contacts from:
- Contacts search results
- Open home and private inspection visitor lists
- Prospect lists, including contacts that you’ve marked as ‘interested’, ‘maybe’, or ‘not interested’ in a property
- Anywhere you see a contact in iDashboard by clicking the magic wand icon next to their name