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Bulk Applying Tags

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Bytimothy A
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Overview: 

The Bulk Apply Tags feature lets you assign tags to multiple contacts at once. This helps organize and categorize contacts quickly for easier management and filtering.

Follow these steps to bulk apply tags:

Step 1: On your Dashboard, click on the Call Log tab under the Communications section.
Step 1: On your Dashboard, click on the Call Log tab under the Communications section. 
Step 2: You will be navigated to the Call Log.
Step 2: You will be navigated to the Call Log.
Step 3: To enable the bulk apply tags action, select a call history entry from the list by clicking its checkbox.
Step 3: To enable the bulk apply tags action, select a call history entry from the list by clicking its checkbox.
Step 4: Alternatively, you can click the Select All checkbox at the top to select all call history entries.
Step 4: Alternatively, you can click the Select All checkbox at the top to select all call history entries.
Step 5: Once you’ve selected the call history entries, you can proceed by clicking the Bulk Apply Tags button located above the list.
Step 5: Once you’ve selected the call history entries, you can proceed by clicking the Bulk Apply Tags button located above the list.

Step 6: Click on Apply Tags to continue.

Step 6: Click on Apply Tags to continue.
Step 7: A pop-up window will appear, allowing you to configure the action. From here, you can view the total number of selected call history entries and manage your tags as needed.
Step 7: A pop-up window will appear, allowing you to configure the action. From here, you can view the total number of selected call history entries and manage your tags as needed.
Step 8: Click on the Type Tags Here section to open the dropdown menu.
Step 8: Click on Type Tags Here section to open the dropdown menu.

Step 9: Once clicked, all existing tags will be displayed. From here, you can choose the tags you want to apply.

Step 9: Once clicked, all existing tags will be displayed. From here, you can choose the tags you want to apply.

Step 10: Once everything is set up, click on Done to apply the changes.

Step 10: Once everything is set up, click on Done to apply the changes.

Step 11: A notification will appear confirming that your tags were successfully applied. Tags are labels or keywords you assign to contacts, deals, or records to help organize, categorize, and quickly find them later.

Step 11: A notification will appear confirming that your tags were successfully applied. Tags are labels or keywords you assign to contacts, deals, or records to help organize, categorize, and quickly find them later.

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