What this gets you
- You label a whole group in one action instead of tagging people one at a time.
- You can create new tags on the spot.
- Tagged batches are easy to find and work later.
Steps
- Open Contacts and select the contacts, or select sourced profiles in AI Search.
- Use the tag button in the action bar.
- Search the available tags and select as many as you need. You can also create new tags that don’t exist yet.
- Review the changes, then apply them.
Tips
- Tags are rigid. For talent pools that should stay current, use a saved search instead. See How to save a search and build a talent pool.
Ideas to get more from it
- Tag each import by its source, such as an event name.
- Use tags for deliberate one-off labels, and a saved search for pools that should stay current on their own.
