- Organisation: Categorise contacts by characteristics, status, or type.
- Faster search: Quickly locate specific groups of contacts.
- Segmentation: Create groups for campaigns and directed actions.
- Traceability: Tags remain attached to the contact across updates, giving you a reliable history.
Add a tag to a contact
Remove a tag from a contact
A few things to keep in mind:
- You can add multiple tags to the same contact.
- Tags can be used to filter contacts in the main contact list.
- Tags remain attached to the contact even after other updates.
- Each tag can have a custom colour for easy visual identification.
- You can search for tags by name when adding them to a contact.