At Enrollsy, we capture "Leads" from anyone who fills out the Enroll Form but does not complete the enrollment process. This allows you to keep track of potential customers and follow up with them in the future.

If you want to contact your leads, you can do so through Enrollsy using the SMS feature or by copying all of their emails at one time to send them a message through your email provider.

To make this process even easier, we have a bulk tag feature that allows you to add tags to multiple leads at once. This can help you organize your leads and target specific groups for communication.

To use the bulk tag feature, follow these steps:

Click the Tag icon to see two options to bulk add or bulk remove Tags from the selected rows. Choose one of those options.

After choosing if you are going to add or remove, a drawer listing Tags will display. In this drawer, you can do all the things you normally can with Tags including creating new Tags, editing Tags, and deleting Tags. Select the Tag(s) you want to add/remove and then click submit.

After clicking submit, the drawer will show a results page. This page shows you the status of adding/removing the Tags to the rows in real time. It will step through one Tag at a time, and you can watch to verify that all the Tags you want to get applied properly.

To make this process even easier for you, we made it so that you don't need to worry about if the Tag you are trying to add or remove is already on the rows selected. If you are adding Tags, the system will know if the Tag already exists and not add a duplicate.

If you are removing Tags, the system will know if the Tag doesn't exist and do nothing. So there is no need for you to make sure to select only the rows that need the new Tag or rows that need the Tag removed.

Now that you have added tags to your leads, you can easily filter and contact them as needed.

For more information on how to use our bulk tag feature, check out our help center article.