How do I add and remove Tags for prospects?

Adding and removing tags for prospects in your Monitorbase account. This will help you keep track of your various groups of prospects.

Adding Tags to your prospects:

After logging in to your account, click “prospects” within MonitorBase (on the left-hand side-bar), then choose the viewing option that will help you access the list of people you’d like to add tags for the easiest (either “view all,” “view by monitoring,” or “tags,” etc.) 

Then, select the prospects for which you would like to add a tag (do not click on the blue part of their name, or it will open up the prospect’s profile. To select an individual prospect, click on the black address portion of their information). You can also mass select prospects by clicking the “select all” option (note that if you select all prospects, it will select all the prospects for that page as well as all the other pages within the category you are viewing. For example, if you are viewing all prospects and you click the “select all” button, it will select the entirety of your database). 

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Next, hit the “action” button, and select “Tag/Untag.”

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Then, type or select the name of the tag that you would like to add to these prospects and click “save.”

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Your prospects have now been tagged!

How to remove Tags from your prospects in MonitorBase:

Go to “prospects” within MonitorBase, and then click “tags.” This will load a list of all the tags that you have within your MonitorBase account.

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When you click on the tag that you would like to remove, it will pull up a list of all the prospects within that tag. If you’d like to remove the tag from all the prospects that currently have that tag on them, click the “select all” button. If you’d only like to remove the tag from one or a few prospects, simply select the prospects for which you would like to remove the tag.

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Next, hit the “action” button, and choose “Tag/Untag.”

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Select the tag that you would like to remove for this prospect or these prospects in the “remove tag” option, and then hit “save.” 

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Now, the tag has been removed from that prospect or those prospects!

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