Tags & bulk actions on contacts

As your Contacts list grows, tags and bulk actions keep it manageable. Tags group people however you like (by niche, priority, campaign), and bulk actions let you update many contacts in a single move. Here's how to use both, plus the detail drawer for working one contact at a time.

Tagging contacts

Goal: label a contact so you can find and group them later.

1. In Table view, find the contact's row and click the small tag button (the tag icon with a +) in the Tags column. You can also open the contact and use the tag picker there.
2. In the Search or create tag... box, type to find an existing tag, then check it to apply.
3. If the tag doesn't exist yet, type the name and click Create to make and apply it in one step.

Tags save instantly. To filter your list by a tag later, use the Tags dropdown above your contacts (it also offers an Untagged option).

The contact detail drawer

Click any contact row to slide open the detail drawer. From here you can see and change their Status, add or remove Tags, copy their email, open their LinkedIn, and review their Email History along with quick stats like Emails Sent and Last Contacted. If they're tied to a company, you'll see a company card with industry, location, and size. It's the best place to get full context before you reach out.

Bulk actions

Goal: act on several contacts at once.

1. In Table view, tick the checkbox on each contact you want — or use the header checkbox to select the whole page.
2. A floating action bar appears showing how many are selected.
3. Choose an action: Tag (apply a tag to all), Untag (remove a shared tag), Status (set the same status for everyone), Add to Outreach (queue them into a sequence), or Delete (remove them from your list).

You'll get a confirmation toast when each action finishes, and Delete asks you to confirm first. To clear your selection, use the close control on the bar.

Tip: tag a batch of similar contacts first, then filter to that tag and bulk Add to Outreach — a fast way to launch a focused campaign. For status meanings, see Contact statuses, explained.