Filter & Select

  • Navigate to the Clients screen in your main navigation menu on the left
  • Select the desired Clients either by:Selecting individually using the checkbox to the leftSelecting all Clients on the screen by clicking the checkbox to the top of the columnUsing the ‘Select All’ link to the right of the Filter button at the top of the list – this differs from the above in that you will select all the Clients, from all the Pages listedUsing Advanced Search to filter your list of Clients


Once you have selected the desired Clients:

  • select Assign from the Actions dropdown
  • Click Apply
  • Check the boxes for the required Consultants
  • Review the list of Clients displayed and amend as required
  • Click the Send button

The Consultants you selected are now Assigned to the selected Clients.

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