Clients
How to Import Lead Schedule
Introduction Once you have successfully created a job, the next step is to import the lead schedule. You can Import Lead schedule directly from the Created Jobs page or you can also go to Clients > Manage Jobs > Process Job > Import Lead Schedule. ...
How to Import & Re-import Clients
Introduction Here's how you can Import and Reimport clients in Sorted. How to Import Clients Step 1: Click on Clients > Manage Clients > Import Clients. Step 2: Choose from four options to import jobs from Class, BGL 360, SuperMate, or manual upload. ...
How to Create Bulk Jobs
Introduction The Bulk Jobs feature streamlines the process of creating jobs for multiple clients within a financial year. This allows you to select up to 50 clients simultaneously and generate jobs for them with just a few clicks. One of the notable ...