Add Notes via Registrant List

Add Notes 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 Notes 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.

5 - Type the Note in the space provided. 

6 - Click Save.

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

The note you added will be listed in the Notes section of each registrant profile.