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-2019" could be used for both Customers and Partners. You can search by entering a hashtag before the tag: #mobile-world-congress-2019
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.
Bulk change a Tag
1.) On the People section search for the person (or group of people) you wish to add to a Tag and then tap on the checkmark next to their name(s).
You may also use our natural language search to find and select many contacts at once. Click here to learn more about searching in Cloze.
2.) Repeat this process of searching and tapping the checkmark for each person to which you would like to add a Tag.
Once you have tapped on the checkmark you can search again and the previous person will remain checked so you can add multiple people at once. Feel free to search for specific people or use other types of searches.
3.) When you are done, tap on the bulk icon.
4.) Tap on the dropdown next to Add in the Tags section. Then select your Tags and tap on Save to apply the Tags to your selected contacts.
You have two options:
- Select existing tags
- Scroll to the bottom of the menu and create a new tag
Option 1: Select existing tags from the menu.
Option 2: Scroll to the bottom of the menu and create a new tag.
Tap on the back arrow.
5.) Tap on Save to apply the tag (s).
Bulk remove a Tag
If you would like to remove a Tag you can use the bulk remove option instead.