Tags, Smart Lists & Bulk Actions

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Three tools keep your contact base useful instead of chaotic: tags (labels like "hot-lead" or "customer"), smart lists (saved filters that update themselves), and bulk actions (do something to many contacts at once).

Steps

1. Open Contacts — the main view is your smart list screen.
2. Use the filter panel to combine filters: tags, custom fields, activity, opportunity data.
3. Click + Add smart list to save the filtered view. It updates automatically as contacts match or stop matching.
4. To tag in bulk: select contacts with the checkboxes, click the Add Tag icon in the action bar, pick tags, confirm.
5. Other bulk actions from the same bar: send SMS or email, add to a workflow, export, delete.
6. Check any bulk job's progress under Contacts → Bulk Actions.

Good to know

• Smart lists are dynamic — contacts drop out when they stop matching the filter. Snapshot with a tag if you need a fixed list.
• Bulk jobs run in the background; give big ones a minute and check Bulk Actions before assuming something failed.
• Agree on a small tag vocabulary with your team early — 40 near-duplicate tags is the most common CRM mess.

Related

• Import Your Contacts
• Your First Automation