Bulk Actions allow you to update multiple client records at once instead of one by one. Whether you're organizing your database, updating client types, assigning tags, or inviting clients to your app, bulk actions can save you hours of manual work when managing dozens or even hundreds of clients.
Key Benefits
Massive Time Savings: Update multiple clients simultaneously instead of editing one by one
Efficient Database Management: Organize and maintain your client database quickly
Bulk Tag Assignment: Apply tags to multiple clients at once for better organization
Quick Client Type Updates: Change client types for multiple contacts in seconds
Mass App Invitations: Invite multiple clients to your branded app with one action
Streamlined Workflow: Keep your pipeline organized without the tedious manual work
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Getting Started with Bulk Actions:
Selecting Multiple Clients
Before performing any bulk action, you need to select your clients:
Select All Clients: Click the checkbox at the top to select all clients in your list
Select Specific Clients: Click the checkbox next to each individual client name you want to include
Once multiple clients are selected, several bulk action options will become available.
Bulk Action Options:
Assign Tags in Bulk
To add tags to multiple clients at once:
Select the clients you want to tag using the checkboxes
Click the tag icon that appears
Select "Assign Tags"
Choose from your existing tags in the list, OR
Create a new tag by typing the tag name and selecting "Create a New Tag"
Save your changes
Pro Tip: Tags help you organize clients by characteristics like "First-Time Buyer," "Luxury Market," or "Referral Partner."
Change Client Type in Bulk
To update the client type for multiple contacts:
Select the clients using the checkboxes
Click the client icon that appears
Select "Assign Client Type"
Choose from the following client types:
Buyer
Seller
Landlord
Tenant
Referral
Click Save
Important Note: Each client may only be assigned one client type at a time.
Common Use Case: This is particularly useful when a buyer client becomes a seller client, allowing you to update their status quickly.
Invite Clients to Your Branded App in Bulk
If you're using the Radius Client App, you can invite multiple contacts at once:
Select the clients you want to invite using the checkboxes
Click the phone icon that appears
Type a custom message to accompany your invitation
Click "Send Invitations"
Your clients will receive invitations to download your branded app via text and email
Pro Tip: Personalize your invitation message to increase download rates and engagement.
Best Practices for Bulk Actions:
Review Your Selection: Double-check which clients are selected before applying bulk actions
Use Filters First: Apply filters to narrow down your client list before selecting, making bulk actions more targeted
Start Small: If you're new to bulk actions, test with a small group first to ensure everything works as expected
Combine with Smart Lists: Use Smart Lists to identify groups of clients, then apply bulk actions to those segments
Frequently Asked Questions:
Q: Can I undo a bulk action?
A: Bulk actions are applied immediately. While you can manually reverse changes (like removing tags or changing client types back), it's best to review your selection carefully before confirming.
Q: Is there a limit to how many clients I can select for bulk actions?
A: You can select all clients in your database. However, larger selections may take a moment to process.
Q: Will bulk app invitations send immediately?
A: Yes, once you click "Send Invitations," your selected clients will receive text and email invitations right away.
Q: Can I assign multiple client types to one client using bulk actions?
A: No, each client can only have one client type assigned at a time.
Q: What happens if I try to add a tag that already exists on some selected clients?
A: The tag will be added to clients who don't have it and will remain on clients who already have it assigned.