Bulk Operations

You can perform bulk operations to apply the same action to multiple clients at once. This helps you manage accounts more efficiently without needing to repeat steps individually.

To start:

1. Select the clients you want to perform the operation on.

   
2. A list of available bulk operations will appear for selection. You will also see the total number of clients you have selected.

3. Follow the specific steps for each operation accordingly:

Delete

This action will permanently delete the selected clients.

1. A confirmation popup will appear, showing the full list and number of clients selected.

2. You may deselect any clients you do not wish to delete.

3. Click “Delete Permanently” to proceed.

Owner

This action will bulk update the owner of the selected clients.

1. Select the new owner from the dropdown list.

2. Click “Confirm” to proceed.

1. A confirmation popup will appear—click “Confirm” again to finalize the change.

Participant

This action will bulk update participants for the selected clients.

1. Select one or more participants to assign.

2. Choose whether to replace existing participants or add to them.

3. Click “Confirm” to proceed.

1. A confirmation popup will appear—click “Confirm” again to apply the changes.

Referrer

This action will bulk update the referrer for the selected clients.

1. Select the new referrer to assign.

2. You can choose whether to reassign downlines under the new referrer as well.

3. Click “Confirm” to proceed.

1. A confirmation popup will appear—click “Confirm” again to apply the changes.

Send Message

This allows you to send a message to all selected clients at once.

1. You can choose to notify clients via email or pop-up notice. Click "Confirm" to proceed.

1. You will be redirected to the Notify page, where the selected clients will be automatically set as recipients.

2. Draft your message and click "Send" to complete. For more details, refer to: 11. Notify

Client Group

This will bulk update the Client Group for the clients you have selected.

1. Choose the desired Client Group from the dropdown and click "Confirm" to apply the changes.

Client Type

This will bulk update the Client Type for all selected clients.

1. Select the desired Client Type and click "Confirm" to apply the change.

Fixed Commission Scheme

This will bulk update the Fixed Commission Scheme for all selected clients.

1. Select the desired scheme and click "Confirm".

2. Note: This action can only be performed on clients who are the highest upline in their referral tree. Once confirmed, the selected scheme will be applied to the entire referral tree, including all downlines.

1. A popup notice will appear. Click "Confirm" again to proceed.

Domain

This will bulk change the Domain for the clients you have selected.

1. Select the desired domain and click "Confirm".

1. A popup notice will appear. Click "Confirm" again to proceed.

Suspend

This will bulk suspend the selected clients.

1. A popup notice will inform you that suspended clients will no longer be able to log in to their CRM accounts.

2. Click "Confirm" to proceed.

Unsuspend

This will bulk unsuspend the selected clients.

1. A popup notice will appear. Click "Confirm" to proceed.

1. Once you confirm the action, a popup notice will inform you that the batch operation is being processed. Click “Confirm” to proceed.

2. You will be redirected to the batch operation page. For more details, refer to: Batch Operation