What is Bulk Search? Bulk Search allows you to upload a list of one of the following fields below to either include or exclude them from your search.
How to Bulk Search: Navigate to the Bulk Search via the Blue Cloud Icon as seen below.
This window will open:
*You will need to copy the list you want from excel or where ever you have it hosted and paste it into the window indicated. Once you click search you can then layer on additional filters.
A few of the more popular use cases we see clients using this feature for include:
- Hosting an event and you need to search multiple cities or zip codes
- Bulk search a list of specific Firm Names or Firm CRDs you are looking for contacts at
- Bulk search a list of Tickers all at once
If you have additional questions please let us know and reach out to us at support@advizorpro.com