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Bulk Add or Remove Tags to People or Companies

This feature will allow you to bulk add or remove tags (groups/labels) for People or Companies.

HOW TO BULK ADD TAGS

STEP 1

Let's say you want to add a tag to specific people in your list. For this example, we'll add a "Strategic Partner" tag to company owners in your list. On the search options, under "Position", type "Owner" and click enter.

STEP 2

At the top right corner, click on "Actions". It will show a dropdown. Click on "Apply Tags". It will show the dropdown of all the existing tags.

STEP 3

On the top left side of the list, you'll see check boxes to "Select All" persons on the list and to "Include All Pages" if there's more than one page of the list. You may also choose to select specific people you want to add tags to by clicking the check box beside the person's details. Choose the tag you want to add to the current list of people from the dropdown and click on "Apply Tags"

STEP 4

To make sure you have everything correct, click on the "Apply Tags" button again to confirm.

A successful update will show you this notification.


HOW TO BULK REMOVE TAGS

STEP 1

Go to "People" (https://go.ninjodo.com/person) or "Companies" (https://go.ninjodo.com/business)

STEP 2

For example, you want to remove a "Customer" tag from customers who also have a "Import" tag. Search for these tags under "Groups/Labels". You need to click the check box so it would show customers who have BOTH the "Customer" and "Cancelled" tags. If you don't click this, it would show all customers that have either of the two tags.

STEP 3

At the top right corner, click on Actions. It will show a dropdown. Click on "Remove Tags". It will show the dropdown of all the existing tags. Choose the tag you want to remove from the current list of people showing.

STEP 4

On the top left side of the list, you'll see check boxes to "Select All" persons on the list and to "Include All Pages" if there's more than one page of the list. You may also choose to select specific people you want to remove tags from by clicking the check box beside the person's details.

STEP 5

When you're done choosing, click on the red "Remove Tags" button under the tags dropdown.

STEP 6

To make sure you have everything correct, click on the "Remove Tags" button again to confirm.

A successful update would show you this notification.