Tagging Contacts

To Tag a New Contact:

  1. Click on "Contacts" in the main navigation bar.
  2. Click on the "Add Contact" button.
  3. After completing the top fields (name, email address, etc.), at the bottom of the form, select one or more Tags from the dropdown menu to apply to the Contact.
    • NOTE: This dropdown menu is searchable; to search, just click in the field and start typing.
  4. Click "Save" when you are finished.

To Tag an Existing Contact:

  1. Click on "Contacts" in the main navigation bar.
  2. Find the Contact and click on the Contact to open their profile.
  3. Find the "Tags" area and click on the "Add" button.
  4. Select one or more Tags from the dropdown menu to apply to the Contact.
    • NOTE: This dropdown menu is searchable; to search, just click in the field and start typing.
  5. Click "Save" when you are finished.

To Remove a Tag From a Contact:

  1. Click on "Contacts" in the main navigation bar.
  2. Find the Contact and click on the Contact to open their profile.
  3. Find the "Tags" area and click on the "X" next to each of the Tags you wish to remove.

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