Overview

This guide will walk you through the process of adding tags in bulk to optimize your workflow and save time.

1. Click on Contacts

To add tags in bulk, first, navigate to the contact section in your CRM.

2. Choose your Contacts

Next, select the contacts that you want to add tags to by clicking on the checkboxes next to each contact's name. You can also use the Filters target specific groups of contacts or select all contacts by clicking on the top checkbox next to "Name."

3. Next click on Add Tag

4. In the pop-up window

Enter the name of the tag you wish to add in the designated field.

5. Action

This enables you to create a customized name or description, making it easier to track the progress of the bulk update.

6. Last step click Add