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How to Use Bulk Actions for Applicants

How to perform bulk actions on multiple applicants at once, including sending text messages or emails in bulk, updating applicant stages, and requesting e-signatures, trainings, or background checks for multiple applicants simultaneously.

Updated over a month ago

Steps to Use Bulk Actions for Applicants

  1. From the sidebar, click on Applicants

    Step 1 screenshot

  2. Select the applicants by checking their boxes

    Step 2 screenshot

  3. Click on Actions

    Step 3 screenshot

  4. Click on Bulk Actions

    Step 4 screenshot

  5. In front of Bulk Action Type, click Choose an action

    Step 5 screenshot

  6. Select the action you want to perform, such as:

    • Send SMS

    • Send Email

    • Register Call

    • Update Stage

    • Sign Documents

    • Run Background Check

    • Assign Training

      Step 6 screenshot

  7. Follow the prompts for the action you selected

    Step 7 screenshot

  8. For example, if sending an SMS or Email, select the template you want to use

    Step 8 screenshot

  9. Click Send

    Step 9 screenshot

Now you can quickly manage multiple applicants at once using Bulk Actions!
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