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Add Activity via Registrant List

Add Activity via Registrant List

1 - In the Sales Center Sales Center, pull up a registrant list.
2 - Click Select All above the list to select everyone or check the boxes beside the names of the registrants you want to update.
3 - Mouse over Perform Action above the list and select Add Activity in the dropdown.

4 - A new window will pop up. The name of the registrant list as well as the number of registrants that were selected will be displayed. Ensure that this is correct before proceeding.

Note: To preview the list of registrants, click on View Registrants.

6 - In the Type box, select the Activity you want to add to each registrant profile.

7 - If you selected Email as the Activity, select the appropriate Email Template from the dropdown. If not, skip to the next step.

8 - In the Activity Date box, select a date for the activity.

9 - In the Notes, enter applicable notes. 

10 - Click Save.

11 - A message will pop up saying that the action is in progress. Click Close Window.

The activity you added will be listed in the Activity section of each registrant profile.

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