Bulk search result actions

When viewing retailer, company, and shopping location search result you can perform bulk actions on selected entities.

To the left of each search result is a checkbox. When selected you are shown options for available bulk actions.Screen Shot 2024-03-08 at 7.37.17 AM These options include:
  • Reach Out - use this to identify contacts to bulk email or subscribe to a cadence.
  • Add to a collection - add all selected entities to a collection for quick access later.
  • Create a deal - creates a unique deal for every entity selected

Creating bulk deals with retailers:
When creating bulk deals with a retailer you have the option to relate the deal to one or more spaces or shopping locations. A unique deal card will be created for each space or shopping location selected. For example, if you selected 1 retailer and applied 2 spaces you will create 2 deal cards ([retailer+space 1] [retailer+space 2]).

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