CRM - How to add tags in bulk

Imagine that you want to add tags to all open opportunities in a pipeline.

Follow these steps:

• Before we begin, you need to have the tag already created. To learn how to create tags, click here

1 - Access the CRM and choose the pipeline

2 - Click on Pipeline Automation

Then click on + New Automation

In this case we will use the pipeline automation to add tags in all stages of this pipeline.

To add the tag to one or more specific stages, indicate them in the condition field.

In the automation editor add:

• The automation title

• Trigger: The time of day is >> Specify a time

• Condition: The lead has an opportunity >> Specify the pipeline >> If you want one or more specific stages, indicate the stages. In our case, we left it empty to capture all opportunities from all stages.

• Action: Modify the lead's tags >> Specify the tag, save the automation

Select yes to execute the automation on already EXISTING OPEN opportunities