Updating Files in Bulk

You can update files when viewing your Property/Contacts list.  To do this, you will 1st select the Property/Contacts you would like to update. You will select the leads by either:

1. Clicking on the BOX to the left of the file.

2. Select Page/ Select Entire List - you will find these options at the bottom left side of the list

- Please Note:  If you would like to apply a Tag from the List view, you will 1st need to add the Tag in 1 contact &/or property file. Once added, you will be able to select it from the list.

Once Selected, you will click on 'EDIT'

Here you will find the fields that you can update for the selected files.

Select the field you would like to update, then click 'APPLY.'

Filter Tags:
1.    To filter your properties or contacts by tags go to the list view.

2.    Next click on the tags drop down menu.

3.    Select a ‘Tag’ from the drop down to filter your list based on the selected ‘Tag’.