Summary
Removing tags from contacts in bulk is a straightforward process in the Notary Success CRM, allowing for efficient management and organization of your contacts. Whether you've mistakenly applied the wrong tag to a group of contacts or need to update your tagging strategy, this guide will walk you through the steps to remove tags from one or multiple contacts simultaneously.
Step-by-Step Guide
Access the Smart List:
Access the "Contacts" tab from the left-hand navigation menu in your CRM.
Navigate to the "Smart List" tab located in the upper submenu of your CRM dashboard. This is where you'll manage your contacts and their associated tags.
Select Contacts:
Identify and select the contacts from which you wish to remove tags. You can do this by checking the boxes next to their names. For bulk actions, select multiple contacts.
Initiate Tag Removal:
Look for the "Remove Tag" icon or text, typically represented by a tag symbol with a minus sign or the word "remove" near it.
Click on this option to start the process of removing tags.
Specify Tag to Remove:
In the popup or designated field, type in the name of the tag you wish to remove. The system may auto-suggest tags as you type, based on existing tags in your CRM.
It's possible to remove multiple tags at once by specifying all the tags you want to remove, separated by commas.
Confirm Removal:
Enter a description for the action in the provided field, such as "Removing incorrect tag" or simply "Remove tag". This helps with record-keeping and understanding the context of the action in the future.
Click "Remove" to confirm the action. The system will process your request and remove the specified tags from all selected contacts.
Tips for Efficient Tag Management
Review Before Removing: Before removing tags in bulk, double-check to ensure you're removing the correct tags from the correct contacts to avoid accidentally losing valuable categorization.
Keep Tags Updated: Regularly review and update your tags to reflect changes in your contact management strategy or to correct any inconsistencies in tagging.
Use Descriptive Action Labels: When removing tags, use descriptive labels for your actions to make it easier to understand the changes made during future reviews.
Bulk removing tags from contacts in your Notary Success CRM is an effective way to maintain a clean and organized tagging system. By following these steps, you can quickly correct any tagging errors or update your contacts' categorizations to better align with your current business needs and strategies.
