The Actions tab allows you to filter places and perform bulk actions such as assigning representatives to more places at once. You can use Place assignments to limit what your representatives can see from their apps. If you want to do that, take a look at this article How to restrict reps to certain places.
- The Actions tab is located right next to the Activities tab. Click on it to enter.
- Use filters to narrow down your list of Places. You can choose all by checking the Select all box or you can choose which places to select. When you make your selection, click on the Assign rep as pictured below.
- When you click on Assign Rep, a window with a list of your representatives will open so you have to check the ones you wish to assign to the selected places.
If you're not familiar with our "three-state checkbox" and are wondering what minuses next to reps' names mean, take a look at our article about assigning reps and tags to Places.
When you make your selection, click on the green Apply button.
- After you click on Apply you will see the last message This action will be applied to xy place(s). Are you sure you want to proceed?
After you click on Confirm, you will see a message saying that your places have been updated.
After you've performed the steps described above, the selected reps will be assigned to their Places.