Bulk Remove from SmartPlan(s)
There's no way to remove smarplans in bulk from specific contacts. We have a team of agents that use the team command and one of our agents wants one of the smartplans removed from his team contacts but the only option is to do it one by one (there's over 2,000) or remove the smartplan for all the agents team contacts, which is not a real option. Thank you!
LABS Team
shared this idea
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Tamera Johnson
commented
Please allow us to bulk remove contacts from a smart plan based on a tag. We can add them with a tag, but not remove.
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Colt Wilson
commented
Right now, there is no current way to bulk action remove contacts from SmartPlans if you want to remove a large group of specific people and not all of your contacts from the SmartPlan. I know you're able to remove ALL contacts from a SmartPlan but not just specific contacts besides by doing it one by one. If this was a feature in the Bulk Action sections in Contacts to "Remove from a SmartPlan", that would be great!
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LABS Team
commented
Currently I can BULK ADD TO SMART PLAN - I'd like to also be able to BULK REMOVE - or make change in Bulk. Recently I was coached to have all Monthly Neighbourhood Nurture Smart Plans so on the same day (eg 15th of the month) so that I can block my checks of activiity to the days around that rather than throughout the month. I was able to BULK Add to Smart Plan but I was unable to BULK remove as a first step.
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LABS Team
commented
Currently, there is NO OPTION to sort and select from smaller, specific groups of Contacts to Bulk remove them from any SmartPlan. We can Bulk Add, but to remove, it has to be one by one or REMOVE ALL Contacts on a Specific SmartPlan.