Bulk Operations
Brokers have the ability to perform bulk operations on clients to increase efficiency. This means that they can perform the same action on multiple clients simultaneously.
To perform a bulk operation, select the clients. Brokers will see the list of bulk operations.
Follow the respective steps for each bulk operation:
Delete
This will bulk delete the clients you have selected.
A popup notice will appear to inform you that clients can only be deleted if they have 0 balance in their CRM wallet and have no pending requests submitted.
Click "Confirm" to proceed.
Owner
This will bulk change the owner of the clients you have selected.
Select the owner you wish to change to and click "Confirm".
A popup notice will appear. Click "Confirm" to proceed.
Participant
This will bulk change the participants of the clients you have selected.
Select the participants. You can choose to replace the existing participants or add new participants. Click "Confirm".
A popup notice will appear. Click "Confirm" to proceed.
Referrer
This will bulk change the referrer of the clients you have selected.
Select the referrer. You can choose to bring the downlines of the clients under the referrer too. Click "Confirm" to proceed.
A popup notice will appear. Click "Confirm" to proceed.
Send Message
This will bulk send a message to the clients you have selected.
You can select to send a message via email or via a pop-up notice to the client. Click "Confirm".
You will be redirected to the "Notify" function and the selected clients will be automatically input as the recipients of the email / pop-up notice. Draft the message and click "Send". (Please refer to this section for more details: 11. Notify)
Client Group
This will bulk change the Client Group of the clients you have selected.
Select the Client Group and click "Confirm".
Client Type
This will bulk change the Client Type of the clients you have selected.
Select the Client Type and click "Confirm".
Fixed Commission Scheme
This will bulk change the Fixed Commission Scheme of the clients you have selected.
Select the Commission Scheme and click "Confirm". The popup notice will also inform brokers that this function will change the commission scheme for the entire referral tree (including the clients' uplines).
A popup notice will appear. Click "Confirm" to proceed.
Domain
This will bulk change the Domain for the clients you have selected.
Select the Domain and click "Confirm".
A popup notice will appear. Click "Confirm" to proceed.
Suspend
This will bulk suspend the clients you have selected.
A popup notice will appear to inform you that suspended clients will not be able to login to their CRM account. Click "Confirm" to proceed.
Unsuspend
This will bulk unsuspend the clients you have selected.
A popup notice will appear. Click "Confirm" to proceed.
Upon confirming to proceed with the bulk operation, a popup notice will appear to inform you that the batch operation is being processed. Click "Confirm" to view the batch operation status.
You will be redirected to the batch operation page. (Please refer to this section for more details: Batch Operation).
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