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Managing People (Contacts/leads/prospects)
Quick Action Menu: Adding/Removing tags
Quick Action Menu: Adding/Removing tags

The quick action bar is the tool to utilize for many functions in Bonzo. Learn how to add and remove tags for contacts in Bonzo.

Updated over a week ago

  • Adding/removing tags

    • Go to the people tab on the left hand side under the “General” heading

    • Select one or more People or search for specific People using filters/advanced filters

    • Once you have your group selected, the quick action bar will pop up along the bottom of the screen

    • Click the “Manage tags” icon (small tag)

    • Toggle between “add” or “remove” depending on desired action.

    • Next you will type in the tag you wish to add or select from the drop down menu. Be sure to click the word that populates below if this is a new tag.

    • Then select “update”

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