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Tag Management

Tags are keywords or labels added to information to describe and easily find it through browsing or searching. Contact tagging helps users organize data effectively and align it with business needs.

Benefits of Using Tags

• Simplify contact organization.
• Improve internal communication and collaboration.
• Streamline data management and accessibility.

Access to Tag Management

• Admins and Managers can all manage and create tags.

Tag management in Admin Dashboard

• Open your dashboard and navigate to the Lists tab and open the desired list of contacts.
• When you select a contact, the Tag option will be enabled.
• You can then select from the dropdown menu of existing tags.
• Once a tag is chosen, click Apply to save the changes.
• Tags help categorize and organize contacts for better accessibility.

Tag Management in Manager dashboard

• Open your dashboard and navigate to the Lists tab, and open the desired list of contacts.
• Next to the search bar, you’ll see a Filter button. Click on it.
• A dropdown menu will appear, showing a list of existing tags.
• You can select one or multiple tags to filter contacts based on those categories.
• Click Apply, and the filtered contacts will be displayed accordingly

Adding Tags to Contacts

• Open your dashboard.
• Select a list to reveal its contacts.
• Choose one or multiple contacts.
• Click on the 'Add Tag' button.
• Select an existing tag or create a new one by entering its name.
• Click 'Apply' to save changes.

Search or Create New Tag

• Open your dashboard.
• Select a list to view its contacts.
• Click on 'Tag.'
• Type the tag name to search or create a new one.
• Click 'Create' if adding a new tag, then apply it.
• Check the box for the tag you want and click 'Apply.'

Search contacts by tags

• Go to your dashboard and open a list, such as 'All Contacts' or 'Team Contacts.'
• Click 'Filter by tag.'
• Select the relevant tags.
• Click 'Apply' to display the filtered contacts.

Note: A single contact can have multiple tags assigned for better categorization