Salesbox enables users to take some actions on a list of appointments in bulk i.e with the same click. To open up this feature, follow the below steps:

  1. Click on advanced search symbol (glass)
  2. Advanced search box shows up, click on edit button right below
  3. The bulk update band shows up, allowing users to take actions of sending emails, changing owners, sending to Mailchimp, adding to call list, deleting, and updating data fields
  4. Click check box next to the appointments you prefer or select All
  5. Choose one of the above mentioned actions of sending emails, changing owners etc.,
  6. Follow the flow of the system.

* Send emails: Salesbox will automatically get all the emails of accounts and contacts of the selected appointments and put into Section To: into email composing window

* Change owners: After being changed owners, all of the selected appointments will disappear from your appointment lists and show up in the targeted user’s appointment list.

* Send to Mailchimp: All the emails of accounts and contacts of the selected appointments will be added to the Mailchimp list that you selected or create a new list right on spot.