ADD CONTACT TAGS

Article ID: CON-011

Category: Contacts

Estimated Time: 2 minutes

Difficulty: Beginner

What You'll Learn

Learn how to add one or more tags to a contact to help organize your CRM.

Before You Begin

Open the contact you would like to update.

Follow These Steps

☐ From the left menu, click Contacts.

☐ Search for and open the contact.

☐ Locate the Tags section.

☐ Click + Add Tag.

☐ Select an existing tag or type the name of a new tag.

☐ Press Enter or click the tag to add it.

☐ Click outside the Tags field to save your changes.

Success Check

✔ The tag appears on the contact record.

✔ The tag is available when filtering contacts.

Pro Tip

💡 Use consistent tag names across your team to keep your contact list organized.

Troubleshooting

I can't find the tag I want.

• Start typing the tag name.

• If it doesn't exist, create it by typing the full name and pressing Enter.