Why Use Person Tags?
- Easily filter and find contacts based on shared attributes.
- Customize your CRM experience to fit your business needs.
- Streamline communication with targeted groups.
Managing Person Tags
Admins in your account can add, edit, and delete tabs by navigating to:- Settings in the lower-left corner.
- In the Other tab, select Tags.
- Click the + New person tag button to create a new tag.
- Click the trash icon to remove a tag.
- Click the pencil icon to modify an existing tag.
How to Add Tags to a Person
You have several ways to tag your contacts:1. Individually using List Views
Quickly add tags directly from any contact list view:
- Locate the contact in your list.
- Click the tag field.
- Type to search for an existing tag, or create a new one(if you are an admin).
- Select the tag to apply it.
2. As a Bulk Action using List Views
Need to tag multiple contacts at once? Here’s how:
- Select the contacts you want to tag from the list.
- Click the + Add Tags option.
- Select the tag.
3. From the Profile View
To add or edit tags for a specific person:
- Open the person’s profile.
- Find the Tags section.
- Add, remove, or edit tags as needed.
4. From the Add/Edit Form
When creating or editing a contact, if made available by your admin, you can add Tags when using the forms!
If you have any questions or run into any trouble, reach out to our support team at [email protected].