How to Bulk Add/Remove Tags to Selected Contacts

Contacts & Opportunities
March 19, 2025
Raymond Garrison

Feature 1 - Bulk Add Tags to Selected Contacts

How to:

Step 1: Select a few contacts

Step 2: Click on "Add Tag" bulk action

Step 3: Name the action and select which tags should be added to these contacts; then "Add Tags"

Step 4: Check the progress by clicking on the success percentages.

Feature 2 - Bulk Remove Tags to Selected Contacts

You can select multiple contacts and remove tags using a bulk action.

How to:

Step 1: Select a few contacts

Step 2: Click on "Remove Tag" bulk action

Step 3: Name the action and select which tags should be removed to these contacts; or option to remove all tags.

Step 4: Click on "Remove Tags"

Step 5: Check the progress by clicking on the success percentages.

Feature 3 - Restore Removed Tags

How to:

Step 1: Go to Bulk Actions page and click on the kebab menu (3 dots menu) on the right

Step 2: Click on Restore and this will start the restore process

Step 3: The new action would start appearing in the bulk actions page as a new action