Bulk Update of Client Status
- Martha Woodward |
- 7 steps |
- 25 seconds
1
Go to the "Clients" menu on the left-hand menu bar.
2
Find the client you need to updating using the search bar.
3
Click the checkbox on the selected Clients for update
4
Click "Bulk Actions"
5
Select the "Set Status" in the drop-down
6
Select the "Inactive" Status on the right side menu
7
Click "Apply"
