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How to use Bulk Actions
How to use Bulk Actions

This article will give you a breakdown of all the "Bulk Action" features PULSE by Penny has including bulk delete, bulk categorize and more!

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Written by PULSE
Updated over a week ago

PULSE by Penny is all about multitasking so bulk actions are just another way how you can make your day more efficient.


Bulk Select Tasks

Save time and increase productivity by being able to complete multiple tasks at once. Bulk Actions gives you the ability to select a large number of tasks from the Prospecting, Customer Care, or Contacts section and action them.

Remove, Reschedule, or Complete Multiple Tasks on the Mobile App 📱

1 - Select Lists

2 - Select Prospecting or Customer Care

3 - Toggle the "Select Multiple Tasks" on.

4 - Choose between "Select All" or select multiple tasks

5 - Select Next

6 - Select from the options Complete, Reschedule, or Remove Tasks

7 - Confirm the action by selecting Complete, Save, or Remove

Remove, Reschedule, or Complete Multiple Tasks on the Web Version 💻

1 - Select Prospecting or Customer Care Section on the left-hand side of the page

2 - Toggle the "Select Multiple Tasks" on.

3 - Choose between "Select All" or select multiple tasks

4 - A window will appear, click on the bulk action you would like to complete.

Options will be: Complete, Reschedule, or Remove Task

5 - Confirm the action by clicking "Complete", "Reschedule", or "Remove".


Bulk Select Contacts

Save even more time by being able to bulk categorize contacts or add notes and tags to their profiles! You can also bulk delete multiple contacts at once.

Categorize, Delete, or Add Notes/Tags to Multiple Contacts

1 - Select More and Contacts on the mobile app 📱 OR Select Contacts on the left-hand side of the screen on the web version 💻.
2 - Toggle the "Select Multiple" on. You can "Select All" or choose multiple contacts.
3 - A window will appear on the web, where you can choose "Delete", "Add Notes/Tags" or "Categorize". On the mobile app, click Next to see these options.

4 - Select the action on the next page to confirm.

Select "Save" if you have added notes, tags, or categorized your contacts.
Select "Delete" if you want to delete the contacts.

5 - Select Cancel if you want to undo your action.

By categorizing a contact as "Not interested", PULSE by Penny will hide the prospect from your contact list, but not delete them.

Hot Tip: When you attach a note, you will be able to see the note anytime you look in the general notes section of your contacts' profile card without having to search for the task. Example: "allergic to avocados."


The product images shown are for illustration purposes only and may not be an exact representation of the product.

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