Assign Clients to Pathways in Bulk
Using Dynamic Client Lists, you can assign clients to a pathway in bulk.
Navigate to Marketing > Dynamic Client Lists.
Either Add a New List or select an existing list.
Select “+ Add To Concierge Pathway”.
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Select a Pathway
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Select a Stage
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Click Assign. The clients included in the dynamic client list will be assigned to the pathway selected, at the stage selected and will start at the first step in the stage.
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