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    5.2 Creating Actions from the Overview section

Horizon allows you to create actions on bulk from the Overview screen.

By using the search criteria you can search for the traders you wish to create actions for based on e.g. Group they are assigned to, recent campaign that’s been ran, account manager.

1. On the screen you can then select multiple traders by selecting the top user, holding the shift key and then selecting the trader you wish the selection to go to.
    
2. Select the Create Action option.
   This will then bring up the Create New Action screen.
    
   

   Note: see section 2.1 Login Options on setting default options for Action Subject, Action Reason, Action Type and Action Flag.

   Note: see section 2.2 Security Options to set compulsory Fields.

3. Fill in the details for the actions.
   The details entered will be applied to all calls created.

   Note: By default they will be created to the traders Sales Contact.

4. Select Finish.

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