Aplicar o quitar etiquetas de una lista de registros de contactos


También puede actualizar las etiquetas en masa para una lista completa de personas al mismo tiempo.

Instrucciones paso a paso

1 - Vaya a CRM> Contactos y seleccione una búsqueda guardada en el menú desplegable o ingrese nuevos criterios de búsqueda y haga clic en el botón Buscar.

2 - Una vez que haya resultados de búsqueda precisos, haga clic en el botón Acciones y seleccione la opción Aplicar / Eliminar etiqueta del menú desplegable.

3 - Elija las etiquetas utilizando una o más de las siguientes opciones:

 - Haga clic en el nombre de una etiqueta para seleccionarlo. Mantenga presionada la tecla Ctrl (o la tecla Comando en una Mac) en su teclado para seleccionar más de una.

 - Haga clic en una opción "Todas las etiquetas" para aplicar o eliminar todas las etiquetas dentro de una categoría de etiqueta. Esta opción funcionará con todas las etiquetas actuales de esa categoría y todas las etiquetas que agregue a la categoría en el futuro.

 - Si no ve la etiqueta que necesita, haga clic en el enlace Crear una nueva etiqueta para agregar uno. Introduzca un nombre de etiqueta y seleccione una categoría existente en el menú desplegable (o introduzca una nueva categoría en el campo "otro" proporcionado) y haga clic en el botón Crear esta etiqueta.


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