Manage Global Tags User Manual - My ASB Agent My ASB Agent
Contents
1. User Manual Manage Global Tags Adding or Deleting a Tag for Multiple Records at One Time With this feature you are able to add and remove Tags for multiple people with one easy to use feature To use this feature follow the 5 simply steps Step Click on Communicate and Contact Manager a Contact Manager What Next Ld Membership 4 3 15 Add New Contact Attract Manage Need Help j Submit Help Request Step 2 Select the names you want to add or remove Tags from by clicking the check box in front of the name or by selecting the whole list by clicking the check box above the word Temp Contact Manager 153 Results Temp First Last Last Contact A Phone Last Updated Email Status Actions Taken City Zip County Bob Jones 4 days ago 43 Spring Lane 4 days ago Wall NJ 08012 Bjones yahoo com 666 123 456 7 Default Contract 6 5 2013 meaag Tom Smith 4 days ago 1234 Test Lane 4 days ago Wall NJ 08012 Tom gmail com 555 666 1234 Default Email 6 5 2013 emait crient january 2013 newsieter Next Contact next week 16 minutes Step 3 M Bob Jones 4 days ago next week New Lead transferred Take Action 43 Spring Lane 4 days ago from Demo Wilson to Wall NJ 08012 Agent Fake Bjones yahoo com 666 123 4567 Default Contract t Invite Contacts conrac iss EM V1 Tom Smith 4 days ago 16 minutes New Lead tran2. sferred 2 Ser OE 1234 Test Lane 4 days ago from Demo Wilson to 2 Wall NJ 08012 Agent Fake Tom gmail com 2 Search Mail Leads 555 666 1234 Default Email 6 5 2013 Actions for Selected client january 2013 newsletter life review updated 4 7 Broadcast Email Once you have the names selected scroll down and on Email Lists Drip Emails the right hand side under E res Actions for Selected and click on Manage Tags Manage Tags Step 4 Contact Manager Add New Tag to Selected Contacts Add Tag Cancel Remove Tag from Selected Contacts updated Remove Tag Cancel Tag Stats Tag Contacts With Tag import 170 Here you can Add or Remove any Tags assigned to your names You just need to click on the Add or Remove line and select the Tag you want You can also key in a new Tag if the one you want to add is not listed Here want to remove the Tag updated from my first 2 records so keyed in updated Invite Contacts 2 Search Contacts E Step 5 Contact Manager Add New Tag to Selected Contacts CHE Remove Tag from Selected Contacts updated 28 Tag Stats Contacts With Tag Once selected click Add Tag or Remove Tag Confirm your change and it will be completed Are you really sure you want to remove the tag updated from all selected contacts
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