Workspace

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

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Merge Documents

This tool allows you to bulk mail merge the contacts in your Workspace.

Add Categories

With this tool, you add the chosen categories to your contacts in Workspace. 

Send SMS

This tool allows you to bulk SMS the contacts in your Workspace.

Change Owner

This tool assigns the contacts in your Workspace to a particular employee in the system.

Send Email

This tool allows you to bulk email the contacts in your Workspace.

Add Notes

With this tool, you can easily add a single note to all the contacts in your Workspace.