How to Create & Manage Tags


By Yusuf Taiwo

updated over 1 year ago

You can segment your prospects using tags and at the same time add notes to your prospects for reminders. By default, we've got 5 tags that'll be automatically appended to a contact depending on the contact status, and they include Visited, Requested, Accepted, Messaged, and Replied. However, you're not limited to just these 5 tags, you can create custom tags and easily append to your contacts.

Creating a new Tag

  1. To get started with tags, go to the Prospects Page
  2. Click the + symbol beside the Filter by Tags label
  3. Click the create a Tag button
  4. Type the name of your new tag, select your desired color and click the Create Tag button

Append a Tag to a Contact

To append a tag;

  1. Click on the tag icon beside the default tags below the contact name
  2. Select the tag you'd like to assign and click on the assign button.

Did this answer your question?