How do I easily put all my clients on one list?

How do I easily put all my clients on one list?

So, in Infusionsoft, tags are the closest thing to “Lists”, so the easiest way to do this would be to create a tag for “All” or “Everyone” (this is under CRM>>Settings, and then you can search for all your contacts (Under CRM>>Contacts) with no criteria, which should bring up your whole list, and then once you have that, apply the “ALL” tag to the entire group.

Here’s an article on applying a tag en masse: https://help.infusionsoft.com/userguides/contact-management/search-and-tag-contacts/apply-or-remove-tags-from-a-list-of-contact-records

This doesn’t work. There is no way to search contacts the way you say.

https://www.dropbox.com/s/05bj9mdcv1n2y5q/Screenshot%202017-11-10%2010.36.57.png?dl=0 https://www.dropbox.com/s/05bj9mdcv1n2y5q/Screenshot%202017-11-10%2010.36.57.png?dl=0

Empowering your Intuitive Self,

Candess

Live Intuitively: Journal the Wisdom of your Soul! http://bit.ly/LiveIntPrint

http://energymedicinedna.com/

This doesn’t work. There is no place to bring up all the contacts. The link you sent requires I bring up all contacts and I can’t do that. This is the ongoing problem with Infusionsoft from the beginning. I am given solutions that are not accurate to what is shown and it is time consuming. https://www.dropbox.com/s/05bj9mdcv1n2y5q/Screenshot%202017-11-10%2010.36.57.png?dl=0

Hi Candess, I’m really sorry that you’re frustrated, but I think you might be misreading my recommendation.

What I said was “and then you can search for all your contacts (Under CRM>>Contacts)”, and the screenshot you sent was from the CRM>>Settings section. I know, it’s a small distinction, but I think that’s where your frustration is coming from.

If you follow the steps in this image, it’ll bring up a list of all contacts in your database, select them all, then you can click actions and apply a tag to the entire group:
image

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Thanks for the clarification and sorry for my grumpiness. Got it!

Empowering your Intuitive Self,

Candess

Live Intuitively: Journal the Wisdom of your Soul! http://bit.ly/LiveIntPrint

http://energymedicinedna.com/

Thanks for the email. I got you. You were very helpful and patient!