Bulk assign BDM/RM/coach

In MMS there are a series of group actions that can be performed on member records to make editing quicker.

The four actions you will find most useful are;

1. Assign BDM
2. Assign RM
3. Assign coach
4. Send group email

Using group actions

Here are the steps to use a group action;

1. Log-in to MMS
2. Navigate to the Member list
3. Select the members you would like to edit using the checkbox to the left of each member record (it can be useful to filter the members first)
4. Once you have selected a member you will notice a new button appear at the top of the member list called group actions, click on the button for group actions and select the action you would like to use
   
   NOTE: The group action button will not appear until you have selected at least one member using the checkbox.
5. If you are re-assigning a new BDM/RM/coach select the correct user and hit update. If you are sending a group email complete the form and hit send.