Firepoint: How to tag leads for a Mass Lead Import

Start on the Leads or Company Leads page if you have admin access and use the filter to narrow down the leads you want to add. To add leads individually, select the check box next to the left. At the bottom of the page are select all options. One option is to Select All On the Page and another to Select All In This List.

Once the leads are selected, now select the Action Menu. From here choose Modify Tags and add the tag from the drop-down menu. You can add more than one tag at a time.

In the Action Menu is the option to Download as CSV. If exporting your leads select this option. The downloaded file will be in your Background Jobs once completed.

Last Updated: 02/10/22 Colleen M.