Streamline your CRM management by learning how to remove tags in bulk within Aesthetix CRM. This guide offers step-by-step instructions on efficiently decluttering your database by eliminating multiple tags at once. Whether you need to update contact information or refine your tagging strategy, these clear and concise directions will help you maintain an organized and focused CRM environment, enabling you to better target and engage with your audience.
1. Begin by selecting the Contacts option.
2. Next, proceed to the Smart Lists section.
3. Now select the desired records from the list.
4. Click on the option Remove Tag.
5. Proceed by choosing the Tags option.
6. Create an action by adding a relevant Action description.
7. Finally, confirm all changes by clicking on the Remove button.