Bulk Actions simplify and speed up your workflow by allowing you to perform actions on multiple items simultaneously.
Bulk Actions are located in the vertical (left-hand) menu.
Available Bulk Actions and Sorting Options
The following Bulk Actions help you efficiently target your client base:
Invite to Liscio
Send initial invites to Liscio and resend expired ones.Send Message
Send mass messages to specific groups of clients.Reassign Task Owner
Reassign an employee's tasks to another employee. Useful when an employee takes extended time off, leaves the company, or during seasonal workflows.Invite to Download App
Invite clients to download the Liscio app. Only active contacts can receive this invite.Get Signature
Send engagement letters in bulk to specific groups of clients.Send eDocs
Send forms or documents for clients to complete.