Tags let you group contacts, according to your company’s personal preferences.
They’re great for quickly identifying VIP companies or loyal customers who may require VIP support. You might want to group companies according to characteristics such as suppliers/buyers/wholesalers or for identifying the role a contact holds in a company such as Admin, CEO, Head Diamond Buyer, for example.
You can add multiple tags per contact.
Create a Tag
To tag a contact, we first have to create some Tags.
Go to People> My Contacts > Your Tags > Click on the pencil
Type in the new Tag name
Click Done
You can also create a new tag from within the contact
Go to My Contacts >> Select whichever users you like from the user list
Click + >> Select the tag from the drop-down menu or start typing in the new tag name
Tag Your Contacts:
My Contacts >> Choose the contact you want to tag and open up their contact page
Click on + to view the tags menu
Attach an existing tag to the contact or create a new one
Note: You can assign multiple tags to one contact
Filter for Specific Tag
Filter and view contacts according to their tags. This will help you send targeted marketing emails to a specific group of companies or people
Go to People> My Contacts
Click on the Tag name under the Tags menu > This filters all the contacts that belong to that tag
