Apply or remove tags to a list of contacts

Table of Contents:

Locate contacts

  1. Go to CRM > Contacts

  2. Locate contacts by:

    1. Clicking "New Search"

    2. Running a save search from the drop down


Select contacts

  • Select your contacts by:

    1. Checking the box at the top to "select all"

    2. Click the box to the left of the contact


Actions to apply or remove tags

  1. Click on the "Actions" button

  2. Select the Apply/Remove Tag option from the drop-down

  3. Select if you want to apply a tag(s) or remove tag(s)

  4. Choose the tags using one or more of the following options:


    • Click on the name of a tag to select it. Hold down the Ctrl key (or Command key on a Mac) on your keyboard to select more than one

    • Click on an All Tags option to apply or remove all of the tags within a tag category. This option will work with all of the current tags in that category, and all of the tags you add to the category in the future

  5. Click the Save button to save the tag, and then click on the Process Action button.


  • Create a tag

    If you don't see the tag you need listed you can create one.

    1. Click on the "Create a new Tag"


    2. Enter a tag name


    3. Select an existing category from the drop-down (or enter a new category in the "other" field provided)  


    4. Click  "Create this Tag"

  • Warning! When you create a new tag, it will clear any tags you previously selected. You will need to select them again.

    1. Click the "Save" button to save the tag

       

    2. Click on the "Process Action" button

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