Bulk Actions: Add or Remove Tags

Bulk Actions: Add or Remove Tags

Advisor's Growth allows you to efficiently manage your contacts by applying or removing tags in bulk. Here’s a quick guide to adding or removing tags using the bulk action feature:

Step 1: Select Your Contacts

1. Navigate to Your Contacts:

   • Go to the Contacts or Smart Lists section.

2. Select the Desired Contacts:

   • Check the box next to the contact records you want to include.

   • To select all contacts on the page, check the box at the top. If you need to select all contacts in your system, click the hyperlink that appears to select all records.

Step 2: Choose Your Action

1. Add or Remove Tags:

   • Select the icon for either "Add Tag" or "Remove Tag" from the available bulk action options.

2. Configure the Tags:

   • In the pop-up window that appears:

     • Type a Keyword: Begin typing the name of the tag(s) you want to add or remove.

     • Select Tags: Choose the relevant tags from the dropdown menu.

     • Apply the Action:

       • Click “Add Tags” to attach the selected tags to the chosen contacts.

       • Click “Remove Tags” to remove the tags from those contacts.

This streamlined process allows you to organize your contacts with ease, making it simpler to manage large lists and execute targeted campaigns.