How to Add Tags in Bulk

Simplify your CRM management by learning how to add tags in bulk within Aesthetix CRM. This guide provides step-by-step instructions on how to efficiently organize and categorize your data by applying tags to multiple records simultaneously. Enhance your ability to filter, search, and segment contacts or leads with ease by mastering the process of bulk tagging. Improve your productivity and data management strategies with this essential skill.

1. Begin by clicking the 'Contacts' button.

1 Click on the element.

2. Next, choose the records you're interested in.

2 Next up, click on the element.

3. Now, locate and click the 'Add Tag' button.

3 Click here.

4. Then, click on the field to add tags for the chosen records.

4 Then, click on the element.

5. Proceed to describe the actions for the selected records.

5 Click here.

6. Finally, confirm your actions by clicking the 'Add' button.

6 After that, click on "Add".

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