Related Articles
Tags Overview
The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a contact is at (similar but more granular than a pipeline stage). You can add more than one tag to contact. ...
Bulk Actions - Add or Remove Tags
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to add or remove tags using the bulk action feature: Step 1: Choose Your Contacts Navigate to your ...
How To Add a Tag to New Contact List Import
Adding a tag to a contact record is a great way to organize your contacts. When importing a new list of contacts, it is possible you'll want to include one or multiple tags for all or some of the contacts in the list. Below we'll show you the two ...
Managing Contacts
This video covers a brief overview of the contacts section including the list of contacts, quick search, filters, adding a contact, the pipeline stage, adding and removing tags, deleting a contact and viewing a contact in detail.
Updating an Opportunity
In this video discusses how to update opportunity information including accessing the opportunity card, adding and removing tags, editing the opportunity name, change opportunity pipeline, adding and updating appointments, adding tasks and notes and ...