Bulk Adding/Updating Accounts With Tags

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 (Navigate to Accounts > Select an account > Click Edit > 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)

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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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