Contact management

Moving my contacts from tags to folders

Move contacts from a tag into a new folder by creating the folder, filtering your contacts by that tag, selecting them all, and using Move to Folder.

If you are in the middle of a project and you need to start using folders (the new way to organize contacts), you can take contacts that belong to a specific tag and quickly move them to a new folder.

  1. First, you have to create the new folder. You can use the same name and color of your tag to do so:

    Creating a "Mid Size Companies" folder with a color picker from "New Folder" in the SalesQL dashboard
  2. Now, filter your contacts by the tag you want to move to a folder, and select all these contacts:

    SalesQL contacts filtered by the "Mid Size Companies" tag, with the select-all checkbox pointed out
  3. Select all these contacts, click on 'Move to Folder', and select the folder you have created:

    74 selected contacts with the "Move to Folder" menu open and the "Mid Size Companies" folder listed
  4. That's it. Your contacts are now part of the new folder, and you can continue using the extension to add more prospects to this folder:

    SalesQL extension on a LinkedIn people search, with the folder indicator of each result highlighted
  5. Moving contacts from one folder to another

    1. In Contacts Lists, open the folder that contains the contacts you want to move.

    2. Select the contacts using the checkboxes. To move every contact in the folder (not just the ones on the current page), click Select All.

    3. Click Move to Folder and choose the destination folder.

    Moving contacts from one folder to another

    That’s it. Your contacts are now in the destination folder.

More in Contact management

  • Contact organization: folders

    Organize SalesQL contacts with a folder-based strategy, treating each folder as a project and using tags, Assign To, and Lead Status inside it.

  • Adding contacts twice

    Find out how SalesQL merges contacts you add twice, when it charges extra credits, and how enriching the same contact through the API differs.

  • Starring your favorite folders

    Star your favorite SalesQL folders so they appear right below the Protected Folder, and unstar them to send them back to their place in the list.

  • What is the Protected Folder?

    Understand the Protected Folder, a folder at the top of your list that you can rename and use like any other, but that can't be deleted.

  • Customize your Exports

    Choose exactly which fields to export from a SalesQL folder on any paid plan with the Custom template, then find the file in the Downloads section.

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