First download the contacts to update:
1. Click "CRM"
2. Click "Contacts"
3. Use the filters to narrow your selection
4. Click the "Export" button
5. Click "- Contacts"
6. Click "Download"
7. Populate the import document. It should have these columns. The file can be downloaded with all the contacts and their existing tags (see later in this article):
Populate the tag columns. For example:
This will add the tag "Decision Maker" to this contact.
8. Save the file
Let's import the file:
9. Click on the Cog
3. Click "Import Center"
4. Click "Contacts"
5. Click "Import Contacts Tags"
6. To download the existing contracts with their tags, click "Download Contact Tag List". This is recommended only if you have less than 1000 contacts
7. Download the file
8. When your import file is ready, click "Drag & Drop Here..."
9. Click "Upload"
10. The import is completed
11. Click "×"
