Below you can find how to add multiple tags for a prospect:
- In the Prospects » All/Active/Paused/Unassigned/Never Assigned tab, mouse hover on a prospect that you wish to add multiple tags.
- Click on the Tag icon on the floating toolbar.
- The Tag Prospect(s) window will be displayed. By default, the existing tag assigned to the prospect will be selected and displayed in the Tag dropdown.
Select one or more Tag names from the dropdown that you wish to add. The selected tag(s) will be added and displayed along with the existing tag.
- Click on the Tag button to save the tag names.
- A confirmation message below will be displayed. Click OK.
- Upon successful tagging of prospects, the following alert message will be displayed.
The multiple tag names provided will be displayed under the column Tags for the prospects.
Please contact Koncert Support for any questions at email@example.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.