Creating Ask - Bulk
      1. Navigate to Development - Contacts.
      2. Select records for which you want to create an Ask.
      3. Navigate to multi-action > Asks. 
      4. Enter Ask information. Note: At this stage, you are entering default values.
      5. Click Next and review/modify Ask information for each contact.
      6. Click Finish.

Note: To record an Ask Result, follow the steps of Recording Ask Result.
Note: To create an Ask for an individual record, follow the steps of Creating Ask - Individual.
Note: To create a Moves Management Track for the Ask, follow the steps of Creating Moves Management Track.
 

Schedule Demo
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