Agentcis allows you to bulk tag agents directly from the Agent List page, making it easy to apply tags to multiple agents at once. This feature eliminates the need to update agents individually, saving time and minimizing manual effort. With bulk tagging, you can quickly organize, categorize, and manage your agents more efficiently, ensuring your agent database stays structured and up to date with minimal effort.
Steps to Bulk Tag:
Step 1: Open the Contacts page.
From the side navigation bar, click “Contacts”.
Step 2: Choose the contact type—leads, prospects, or clients—to apply bulk tagging, so tags are added to the right group of contacts.
Step 3: Click the top checkbox to select all contacts for bulk tagging, or manually select only the contacts you want to tag.
Step 4: After selecting all the required contacts, click on the “Bulk Tag” option to apply tags to all selected contacts at once.
Step 5: Enter the relevant tags that you want to assign to the selected contacts.
Step 6: Once you have entered the tags, click on “Add” to apply them to all selected contacts.
Step 7: A confirmation message saying “Tags added successfully to selected clients” will appear. Now you can easily filter, organize, and manage your contacts using the newly added tags.
