Sometimes I need to tag hundreds of companies with the same tag e.g. "Integrated Company". I can't find a convenient way to do that in bulk all at once. Any suggestions?
+5Hello @ashley f ,
It's easy to apply tags in Bulk, just apply a filter to your companies and then click "Tag" (Without any selection).
@roy s11 Thanks for helping me out. Sorry I wasn't more clear. In this case I am using tags as a filtering mechanism, so the filter doesn't exist if that makes sense (until I apply the tag!). For example, I have no way to filter for "Integrated Company" and then apply a tag.
+5Hi @ashley f , I don't fully get your point.
Is there any filter show "Integrated company"?
If not:
1) You can tag them via API;
2) Create and send custom user attribute;
3) Selec manually from the list and Tag;
BTW: What this tag "Integrated company" means?
@roy s11 Thanks--yes, ideally these would be tagged via API, but we haven't built that yet. I know I can select manually from the list and tag. In the meantime, what I really wish I could do is just upload a simple CSV file of Company Names and apply a tag like you can with Users. I don't see that capability available, though :(
+5@ashley f , If you already have a list of companies, you can simply run an API request to tag them.
About the upload CSV file and update company data, you can request this at @Product Wishlist Group.
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