Add contacts to your Seminar Attendees' lists in bulk

When using Redtail's Seminar Management tool, one of the steps you'll be taking is to add contacts to your seminars.  While you can add contacts and their guests one at a time from within the tool itself, you also have the ability to add contacts to a seminar in bulk from your Advanced Search page.

After running an Advanced Search that will include the contacts you want to add to your Seminar, you can then select the names that you'd like to add.  Then, click on Options in the Result Options box to the right of your search results:




From the resulting menu items, select Add to Seminar.  You'll then see the resulting dialog:




You can then choose from your existing Active Seminars in the Seminar box and from available seminar statuses in the Status box.

Then just click Add to Seminar.  Those contacts you selected will now be listed as Attendees for the Seminar you selected and be listed with the Status you chose here.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk