Set Mass Anniversaries

The video below shows how to set mass anniversaries for your contacts. It walks you through selecting multiple contacts and assigning anniversary dates so automated emails or reminders can be sent to all of them at once.

Step-by-Step Instructions

1. Log into the CRM: Open your CRM and enter your login credentials to access the dashboard.
2. Select your leads: On the main leads page, click the checkbox next to the first lead. To select multiple leads, choose additional checkboxes or click the top checkbox to select all visible leads.
3. Open Apply Actions: At the top of the page, click Apply Actions to open the mass actions dropdown menu.
4. Select “Set Mass Anniversaries”: From the dropdown menu, click the option labeled Set Anniversary .
5. Enter the anniversary date: In the pop-up window, input the anniversary date you want to apply to the selected leads.
6. Apply the change: Click Save or Apply to assign the anniversary date to all selected leads.
7. Wait for completion: The system will process the request and display a notification once the update is completed.