Bulk Adding/Updating Accounts With Tags

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Ever wondered how to add or update tags on multiple accounts all at once? Well, this can be done in a few easy steps.

To add a NEW Tag without overwriting existing tags, follow these steps:

1. Create a List of all the accounts under Businesses tab > Lists > Click on 'Create List'

(If already created you can skip this step)

2. Add the tag to one of the accounts by editing the account details (go back to Businesses tab > select an account > click View all Data > go to the Administration tab and add the NEW tag there and Save.

(If the tag is already created/is pre-existing you can skip this step and go to Step 3)


3. Click on the List Action menu next to the List > Select "Add Tags" and select the tag you wish to have added to the list of accounts > click on the 'Add Tags' button.




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