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How do I bulk-tag Contacts in Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

Here’s a step-by-step guide on how to bulk tag contacts in Wealthbox from the Contact page:

  1. Go to the Contact Page: Navigate to the Contacts section in Wealthbox.

  2. Select Contacts: Check the boxes to the left of the contacts you want to tag. You can select multiple contacts at once.

  3. Click Bulk Actions: Once you’ve selected the contacts, click the "Bulk Actions" dropdown.

  4. Choose "Tag Contacts": From the dropdown menu, select "Tag Contacts."

  5. 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. 

  6. 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.