Nov 12, 2015
Tags are a great way to organize your contacts into different categories so you can sort your contacts to create different lists for marketing or contacting purposes.
Click here to learn more about organizing your sales leads with tags!
To add a tag to your contacts for use on your forms and in individual contacts, first click on the Contacts icon, then click on the tags tab.
From there, click on new tag and you'll be prompted to enter the tag name and click on add tag.
After that, you can use your new tag and add it to individual contacts.
To add a tag to an existing contact, click on the contacts tab to the left of tags and click on a contact, then click on the edit button.
After you click on edit, scroll down to the Tags section and start typing in the tag you just created. The name of the tag will show up as a suggestion. Click on the tag name, then click on add.
To make sure the tag is applied to the contact entry, scroll down to the bottom of the page and click on save changes.
To learn how to use tags with your form builder, click here.
Click here to learn how to add a tag to multiple contacts.