Tagging a Contact

Contact Tags help you group and identify contacts based on the tags you create.

To create a new Contact Tag:

1. Go to Contacts.

2. Under Manage, select Contact Tags.

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4. Name your tag and assign a color (for easy identification and filtering).

5. Click Add Tag.

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Editing Contact Tags

You can edit a tag’s name and color anytime by moving your mouse over it and clicking the pencil icon. Any edits you make to a tag will automatically update across the rest of your dashboard. 

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You can edit an existing contact’s tags by opening the contact’s Details section in the Contacts menu of your dashboard.

To edit a Contact’s existing tags:

1. Click the Contact’s phone number to open its Details.

2. Click Contact Tags.

3. Click Add Contact Tags.

4. Select the name of the Contact Tag or the + button.

5. Click the ADD button.

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6. Click Save Edits.



Note: You can click the X next to a tag to remove it from that contact. 


Contacts can have any number of tags or no tags at all.  The Details section can also be accessed anywhere else that contact is shown, such as Conversation Blocks or Payments