Sometimes, you just need to do it all at once. Penny is all about multitasking so bulk actions is just another way she can make your day more efficient. 🚀

This article will show you the different ways you can use Penny's bulk actions.

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 amount of tasks from the Prospecting, Customer Care or Contacts section and action them.

Remove, Reschedule & Complete Multiple Tasks
1 - Go to the Prospecting or Customer Care Section

2 - Toggle the "Select Multiple Tasks" on. You can "Select All" or choose multiple tasks

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

4 - A final confirmation window will appear, click on "save". That's it 😊

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 that no longer need to be included in your Penny account.

Categorize, Delete or add Notes/Tags to Multiple Contacts

1 - Go to Contacts section

2 - Toggle the "Select Multiple Tasks" on. You can "Select All" or choose multiple tasks

3 - A window will appear, where you can choose the "Categorize", "Delete", or "Add Notes/Tags".

4 - A Confirmation page will appear with contacts and action chosen click on "Save"

5 - Click on "Save" and that's it 🤓

🔥 Hot Tip 🔥 By categorizing a contact as "Not interested", 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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