Managing Prospect Tags in Symbo

Bulk Assign Tags from the People Table

Step 1: Go to the People Table

• From the main navigation, open the People tab.

• This will display a list of all your prospects.

Step 2: Select Prospects

• Check the box next to the prospect(s) you want to tag.

• You can select one or multiple prospects at the same time.

Step 3: Click “Assign Tags”

• At the top, click the Assign Tags button.

1. Choose the Tag(s)

   • A dropdown or selection list of available tags will appear.

   • Select one or more tags you want to apply.

   

2. Save Changes

   • Confirm your selection by clicking Save (or Apply).

   • The tags will now be assigned to the selected prospect(s).

Bulk Remove Tags from the People Table

Step 1: Go to the People Table

• From the main navigation, open the People tab.

• This will display a list of all your prospects.

Step 2: Select Prospects

• Check the box next to the prospect(s) you want to remove a tag from.

• You can select one or multiple prospects at the same time.

Step 3: Click “Assign Tags”

• At the top, click the Remove tags button.

1. Choose the Tag(s)

   • A dropdown or selection list of available tags will appear.

   • Select one or more tags you want to remove.

   

2. Save Changes

   • Confirm your selection by clicking Save (or Apply).

   • The tags will now be removed from the selected prospect(s).

Assign/Remove Tags from the Prospect Profile

Step 1: Open a Prospect

• Click on the name of the prospect to open their profile page.

Step 2: Click the Edit (Pencil) Icon

• On the prospect’s details section, click the pencil icon to edit their information.

  

Step 3: Select/Remove Tags

• In the edit form, locate the Tags field.

• Choose the desired tag(s) from the list or remove ones you do not want.

1. Save the Prospect

   • Once you’ve added/removed the tags, click Save.

   • The tags will now be visible on the prospect’s profile or removed.