Batch Actions

This button/menu is located on the top-right corner of the Inventory, Communications, To Do, Acquisitions and Notifications modules.

It allows to perform specific actions on any amount of listing selected on the active view at the same time.

By default it is grayed, and in order for the button to be enabled, at least one listing must be checked (by using the checkbox on the far left of each listing).

Menu Content

Due to the crescent amount of actions, now the menu is divided in categories.

Actions

• Follow-up plan - Allows to set a Follow-Up plan for the listings related with the selected records
  • A Road
  • B Road
  • C Road
• Pending Actions - This actions work on all pending actions and notes located at the VDP of the listings related with the selected records. Our options here are:
  • Complete All - Completes all pending actions and notes for the listings related with the selected records
  • Delete All - Deletes all pending actions and notes for the listings related with the selected records

• Single Action - Creates any of the single actions below for the selected listings at once
  
  • Text Task
  • Call Task
  • Email Task
  • To Do Task
  • External Communication
  • Appointment
  • Note
  • Offer
  • Appraisal
  • Tag

Communications

• Send Message - Allows to send instant or scheduled messages to the listings related with the selected records
• Mark as Responded - Marks listings' conversations (and all their messages) as responded

Listing

• Stage (Improved) - Allows to change the listings' current to any other stage (as long as the change follows the standard stages workflow).If you want to learn more about stages and how they work, click here
• Users & Followers - Allows to assign a Main User, a Secondary User, or any amount of followers for the selected listings
  
  • ℹ️ Use it when inactivating an old user and reassign them to a new one! 
• Tags - Allows to create and/or assign tags as in the Tags section of the VDP
• Mark Notifications as Read - Marks listings' notifications as read
• Report as Dealership - Applies the Report as Dealership process on the listings related with the selected records.

Export

In this category you will found actions that allows to push multiple listings through different integrations (As long as their requirements are fulfilled)

• • To CRM
  • To vAuto
  • Request VinCue Appraisal