How to Add Tags in Bulk

Learn how to efficiently add tags in bulk in the Topline application with this guide. Follow these detailed steps to streamline the process of categorizing contacts and actions for improved organization and tracking.

Go to app.topline.com

1. Click "Contacts"

Navigate to the Contacts section.

Click 'Contacts'

2. Click "Smart Lists"

Access the Smart Lists feature located on the upper side.

Click 'Smart Lists'

3. Select Contacts

Select all the contacts you want to tag.

Select Contacts

4. Click "Add Tag"

Select this option to add tags to the selected contacts.

Click 'Add Tag'

5. Add Tags

A pop up window will appear with the selected contacts icons.

Add Tags

6. Add "Tags"

Select the tags you want to add to the selected contacts.

Add 'Tags'

7. Add "Action"

Enter the description for the action in this field.

Add 'Action'

8. Click "Add"

Once you have added tags and actions, click on the Add button.

Click 'Add'
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