Click here to learn more about "What are Tags?"
How do I create tags?
How do I apply a tag to a contact individually?
How do I apply a tag to contacts in bulk?
How do I remove a tag?
How do I search for all contacts with a tag?
How do I apply a tag to a contact individually?
- Open a Lead by clicking on a person's name anywhere in Blitz.
- At the top left side of each lead is a dropdown to add a tag. You need to have at least one tag made to see this drop down.
How do I apply a tag to contacts in bulk?
- Go to Leads > All Leads By Folder select the Folder you would like to tag, and filter the list if necessary.
- Click the check boxes to the left of the contacts you would like to tag (or check all at once by clicking the very top check box above the list). A dropdown box will appear above the list that says “Select Action." Choose "Add Tag" and select the tag to add.
- Open a Lead by clicking on a person's name anywhere in Blitz.
- Next to each tag is an X. Click the X to remove the tag.
How do I search for all contacts with a tag?
Anywhere you see a tag in Blitz, click on it to open all contacts with that tag.
- Lead List – Tags will be an available column on the lead list.
- Dashboard (Leads > Dashboard) or (Administration > Dashboard) at the bottom of this page you will see a list of the tagged leads. Users can see the tags of leads assigned to them, admins have the ability to see all tagged leads.
- Administrators can also see and browse the list of all tags (including tags not currently applied to any leads) under Administration > Lead Tags.
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