Add/Remove Tags from the Client List

The Add/Remove Tags function on the Client List is a powerful tool that can help you create Tags for many Clients at one time. To Add/Remove Tags, follow these steps:

  1. Go to CRM > Clients.
  2.  Apply filters as needed and select the checkbox next to any Clients you want to bulk-create tags for. The checkbox at the top of the table will select all Clients within the current view.
  3. Hover over Actions.
  4. Click Add/Remove Tags.


  5. Click Add Tags when finished.


The blue Add toggle can be changed to Remove if needed, and the small gray Add Tag button allows you to add or remove multiple Tags at once. 

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