Here’s a step-by-step guide on how to bulk tag contacts in Wealthbox from the Contact page:
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Go to the Contact Page: Navigate to the Contacts section in Wealthbox.
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Select Contacts: Check the boxes to the left of the contacts you want to tag. You can select multiple contacts at once.
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Click Bulk Actions: Once you’ve selected the contacts, click the "Bulk Actions" dropdown.
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Choose "Tag Contacts": From the dropdown menu, select "Tag Contacts."
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Add or Select a Tag: From there, you can select "Add Tags" and enter the name of the tag you would like to create or select an existing tag from the dropdown selection.
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Apply the Tag: Once you’ve selected or created the tag, click "Add Tags" to add it to the selected contacts.
Note: Tags do not automatically transfer between households and individuals. If a tag applies to both, it's best to add it at both levels.