Bulk Action Sending Review Request

Sending review requests in bulk can save time and ensure consistent follow-ups with your contacts. Here’s how you can perform bulk actions to send review requests

Step 1: Access the Contacts Tab
  1. Navigate to the “Contacts” tab from the left sidebar.
Step 2: Select Contacts
  1. In the Contacts tab, you will see a list of all your contacts.
  2. Use the checkboxes to select the contacts you want to send review requests to. You can select multiple contacts at once.
Step 3: Open Bulk Actions Menu
  1. Once you’ve selected the desired contacts, click “Send Review Request” button.
Step 4: Sending Review Request
  1. A configuration window will appear where you can verify that you have selected the correct contacts to send the review requests.
Step 5: Send Requests
  1. Confirm the action by clicking “Okay, Proceed”
  2. The review requests will be sent to the selected contacts.

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