Wealthbox

From the “Tags” menu on the right-side panel, select the tag that you would like to search by simply clicking on it. This will give you a list of all the contacts you have “tagged”.

You can then “Export” the list into a CSV File. See how: <a href="https://help.wealthbox.com/importing-exporting/how-do-i-export-my-contacts-from-wealthbox-2/" rel="nofollow noopener noreferrer" target="_blank">Export instructions</a>

1. Go to the contact list page.
2. From the “Tags” menu on the right-side panel, select the tag that you would like to search by simply clicking on it. This will give you a list of all the contacts you have “tagged”.
3. You can then “Export” the list into a CSV File. See how: <a href="https://help.wealthbox.com/importing-exporting/how-do-i-export-my-contacts-from-wealthbox-2/" rel="nofollow noopener noreferrer" target="_blank">Export instructions</a>

See also: <a href="https://help.wealthbox.com/contacts-tags/how-do-i-tag-a-contact/" rel="nofollow noopener noreferrer" target="_blank">How do I tag a contact?</a>

<a href="https://help.wealthbox.com/contacts-tags/can-you-add-tags-to-multiple-contacts-at-one-time/" rel="nofollow noopener noreferrer" target="_blank">Can you add tags to multiple contacts at one time?</a>

How can I find my contacts using tags?