How do I add (or remove) Tags to multiple contacts at once?

Tags (formerly known as keywords) are like labels that allow you to organize People, Companies, Projects, Properties, and Deals. They are helpful when you are trying to organize People or Projects that span different Segments and want to share this classification with your team on Cloze.

For example, a Tag that tracks attendance at a trade show like "Mobile-World-Congress-2023" could be used for both Customers and Partners. You can search by entering a hashtag before the tag: #mobile-world-congress-2023

Or if you wanted to organize all the people to which you wish to send a holiday card you could add the Tag #holiday-card. 

Please see below for instructions on how to bulk add or remove a Tag.  

Add a Tag to Multiple Contacts at Once

In the People section, tap the checkmark next to each contact you want to update.

Then tap Bulk Change at the top.

Under Tags, tap the dropdown next to Add, and select the tag you want to apply.

You can also scroll to the bottom to create a new tag.

When you’re ready, tap Save, then confirm your changes.

Remove a Tag from Multiple Contacts at Once

In the People section, find the tag using the search bar at the top, or use the Tags quick filter in the sidebar.

Select the tag, then tap the checkmark next to each contact—or tap the checkmark at the top to select all.

Next, tap Bulk Change at the top.

Under Tags, open the dropdown next to Remove, and select the tag you want to remove.

Tap Save, then confirm your changes.

The tag will be removed from all selected contacts.

If you remove a tag from all contacts, it will also be deleted from Cloze.