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Can you add tags to multiple contacts at one time?

Team Wealthbox
Team Wealthbox
  • Updated

Yes. Navigate to your contact list page from the left-side panel. Start selecting your contacts or create filters to search the list of contacts and then select “Check All” or check the boxes to the left of each contact you want to tag. You will then see a “Bulk Actions” button. Click the button and choose, “Tag Contacts.” You can then type a new tag or select existing tags from your list. After you have included all the tags for the list of contacts, you can click “Add Tags.”