Sierra: How to tag leads for a Mass Lead Import

Begin on the Leads Dashboard with any added filters necessary to display the leads you want to add. To the left is a check box to select the lead individually. Alternatively, you can select leads in bulk by checking the box at the top menu. Doing this will select all on the current page. To add all with the applied filter, use the link to the right of the bulk actions: Select all leads that match this search.

Once you have checked your leads boxes, go to Bulk Actions. Clicking on this will provide the menu with the option for Lead Tags. On this menus, submenu you click on Add Lead Tag. 

A popup menu will display to add the tag from the drop-down box. 

Last Updated: 02/09/2022 Colleen M.