How to Mass Assign and Apply/Remove Tags

This guide explains how to apply or remove tags in bulk for multiple leads using the CRM’s mass tagging feature. You’ll learn how to select leads, assign one or more tags, remove tags, and verify the results.

Step-by-Step Instructions

1. Log in to the CRM: Open the CRM  and enter your login credentials to access the dashboard.
2. Select the leads you want to tag: On the main leads list screen, click the checkbox next to each lead you want to tag. You can also click the top checkbox to select all visible leads.
3. Open Apply Actions: Once your leads are selected, click the Apply Actions button at the top of the screen to open the bulk action menu.
4. Choose “Apply Tag” or “Remove Tag”: From the dropdown, select either Apply Tag to add tags or Remove Tag to remove tags from the selected leads.
5. Search for tags: In the pop‑up window that appears, start typing the tag you want to apply or remove. A list of matching tags will appear.
6. Select one or more tags: Click to select the tags you want to add or remove. You can choose multiple tags in the same action.
7. Confirm the action: Click Done or Save in the pop‑up to apply the tag changes to the selected leads.
8. Wait for completion: The CRM will process the bulk action. A notification or status message will appear once the mass tag update is complete.