Switch Strategies
The Switch Strategies tab is used to bulk update call strategies across groups of portfolios.
This is useful when your team needs to change the strategy assigned to multiple portfolios at once rather than updating them individually.
Bulk Strategy Switching
The page is designed for Bulk Strategy Switching, which allows teams to update call strategies in groups.
This is especially useful during:
strategy migrations
campaign changes
institution-level updates
source-based routing changes
Grouping Views
The Switch Strategies view supports grouped review by:
By Source
Displays grouped portfolio counts and current strategies by source.
Example fields include:
Source
Portfolios
Current Strategy
By Institution
Displays grouped portfolio counts and current strategies by institution.
Example fields include:
Institution
Portfolios
Current Strategy
These groupings help teams understand where strategies are currently assigned before making changes.
Bulk Update
Use Bulk Update Strategies to apply strategy changes across selected portfolio groups.
Because this action can affect multiple portfolios at once, teams should review the current assignment carefully before updating.
Best Practices
Review current strategy assignments before making bulk changes
Use grouped views to confirm the scope of the update
Coordinate bulk strategy changes with operational teams when needed
Validate routing behavior after updates are applied
Summary
The Switch Strategies tab helps teams manage portfolio-level strategy changes more efficiently by supporting grouped review and bulk updates.