Tags
- Tags can be assigned to a group of people by Filtering the Contacts, clicking on >> and then clicking on the three bars icon in the top right corner and choose Add Tags.
- After Selecting Add Tags you can type in the name of your tag, and then Select Tag Them Now to Tag them.
- Tags can also be removed from a group of Contacts by taking the same steps, but choose Remove Tags instead!
- After Selecting Remove Tags you can type in the name of your tag, and then Select Remove Tag to remove the specified tags.
Take a look at this article here for more details on Filtering your Contacts!
When? Please, when? I'll wait.
No ETA yet.
I just figured it out. Please Que up how to do this in the Walkme app.
How can I ASSIGN tags to a group of transactions? I want to mass tag transactions that closed by year.