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Assign Keywords to your contacts in bulk

You can learn more about Keywords here.  In this post I just want to cover how you would go about adding a Keyword to multiple contacts in bulk.

From your Advanced Search page, after running a search that will include your desired contacts, place checks to the left of the names of those contacts to whom you want to add your desired Keyword:


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In the example above, I've run a search that yielded 99 records (only partial results are displayed in the screenshot) — I then selected six of those records to whom I want to add the Keyword.

My next step would be to click Options in the Result Options widget to the right of my search results and then to select Assign Keywords from that menu:

 

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After clicking Assign Keywords, I'll then see the Assign Keywords dialog, where I can add then add a Keyword or multiple Keywords to these six contact records:

 

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The Keywords available here are those that your database users have established within your CRM - you can learn more about adding Keywords to your database here.

To add a Keyword, I would just place checks next to one or multiple Keywords and then click Assign Keywords:

 

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In the above example, once I click Assign Keywords, these six contacts will have the Keywords "*AAA*" and "bpl-contact method-email" associated with their contact records.

As you can probably see, it's a quick and easy method to group your contacts in ways that can really help streamline the processes in your office, as you can at any time search for contacts that have the same Keyword assigned to them.

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