Mike Mahurin Asked:

“I want to simplify my contacts list going forward. If I download my current contacts and re-tag them with my new tags, will Agent CRM overwrite the old tags to the new tags when I upload the edited contact list?”

The Answer:

When you upload a contact list with new tags, Agent CRM will add the new tags to the existing ones—it won’t remove or overwrite the old tags. If you want to remove outdated tags, you can use Agent CRM’s search and filter functionality to manage tags in bulk. Here’s how to do it.

Step-by-Step Guide to Simplifying Your Contacts and Updating Tags

1. Export Your Contact List

  • Go to Contacts >> Export Contacts in Agent CRM.
  • Save the exported list as a CSV file.

2. Update Tags in the Exported List

  • Open the CSV file in a spreadsheet editor like Excel or Google Sheets.
  • Add your new tags in the appropriate column for each contact.

3. Re-Upload the Edited Contact List

  • Go back to Contacts >> Import Contacts in Agent CRM.
  • Upload your updated CSV file and map the fields correctly.
  • Agent CRM will add the new tags to the existing ones for each contact.

4. Remove Old Tags in Bulk

To remove old tags, follow these steps:

  1. Search for Contacts by Tag
    • Use the search or filter functionality to find all contacts with the old tag you want to remove.
  2. Select Contacts
    • Select all contacts in the search results.
  3. Remove the Old Tag
    • Click the Tag Actions option and choose Remove Tag.
    • Select the old tag you want to delete and confirm the action.

Pro Tips for Contact Management

  • Test with a Small Batch: Before re-uploading your entire contact list, test the process with a small sample to ensure tags are updated as intended.
  • Organize Tags: Use clear and consistent naming conventions for your tags to keep your list organized.
  • Use Automation: Consider creating workflows to automatically apply or remove tags based on specific triggers, like form submissions or campaign participation.

Learn More

Explore these resources for additional tips on managing your contacts:

Looking for more resources? Be sure to check out our Youtube channel with videos designed to help you win!


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