ChapterBuilder - How to create bulk notes and assign tags
The note feature allows users to record information or details about a specific lead so other members can view it. Tags are characteristics or categories that Leads fall into.
A user can record the same note across multiple leads at once as well as assign a tag to more than one lead in bulk.
To write notes or assign tags to more than one Lead at a time, follow these steps.
1. Navigate to your Leads, click on the "Lead List" tab, and select the Leads you want to work with. To select a Lead, simply click the checkbox in the upper right corner. You will know who you selected, because they will turn red. It will also tell you how many Leads you have selected at the top.
2. Click the red "Actions" button in the upper right corner and select "Create Note & Tag."
3. Author the note you want to record or select the tags you want to apply to the selected Leads (or both).
4. Click post and it will be posted or applied to all the selected Leads.
Note, this action will be logged in each individual Lead's profile, on the Activity Feed, and be recorded in the Group Activity Report under Analytics.
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