Apply tags to leads in bulk

Why use this

You apply a consistent tag to a segment of leads so you can target them in sequences and reports.

Benefits:

• Bulk tag every matching lead at once
• Drives segmentation in sequences
• Combine with score recompute for automations

Who this is for: Owner. Time to complete: ~5 minutes. You''ll need: A set of leads to tag.

Outcome

A consistent tag is applied to every matching lead so you can segment in sequences and reports.

Steps

1. Open /leads.
2. Filter to the segment you want.
3. Select all matching rows.
4. Click Bulk actions, then Add tag.
5. Enter the tag and confirm.

Variations

• Combine with bulk score recompute to drive automations off the new tag.

What can go wrong

• Tag missing from filter list: tags only appear once at least one lead has them; refresh after adding.

Related

• help-leads, workflow-owner-score-leads.