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WorkSpace

 

WorkSpace is a feature in iDashboard, which can be accessed via Contacts

WorkSpace allows you too perform bulk actions on contacts including generating a bulk mail merge document or sending a bulk Email or SMS. 

With the ability to add contact searches to WorkSpace the opportunities are endless for who you can send to.

You can add Contacts to WorkSpace by performing Contact Searches or by choosing individual contacts.

Adding Contacts via Contact Search

  1. In iDashboard click on Contacts.
  2. Choose either the General Search, Buyer Match Search or Last Contacted Search; and perform your desired search.
  3. Once your Search Results are displayed click the Add search results to Workspace button at the bottom of the page to add your contacts to WorkSpace.

Adding Individual Contacts

  1. In iDashboard click on Contacts.
  2. Select the contacts you would like to add to WorkSpace by ticking the box next to each contact.
  3. Once all contacts are selected select the Add to Workspace option from the Bulk Actions drop down menu located at the bottom of the page.
  4. Click Apply.

Remove all contacts from WorkSpace

  1. In iDashboard click on Contacts.
  2. Locate the WorkSpace section in the left hand sidebar.
  3. Click Empty.

Remove individual Contacts from WorkSpace

  1. In iDashboard click on Contacts.
  2. Locate the WorkSpace section in the left hand sidebar.
  3. Click on the word Contacts in WorkSpace.
  4. Click the red x next to each contact you would like to remove.
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