There are a few ways that you can add a contact to a tag:
- Add contacts to a tag within the Tags menu
- Add a tag to a contact through the Contacts List.
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Add a tag to a contact within a Contact Profile.
- You can also add multiple contacts to a tag
Add contacts to a tag within the Tags menu
Start by navigating to the Tags menu. From here:
- Locate and select the tag that you would like to add the contacts to.*
- Select Add Contacts
- Under Add Contacts, within the Search Contacts box, start typing in the name of a contact that you would like to add. As you type, matching contacts will appear in a dropdown below.
- From the list of dropdown matches, click on a contact to select them.
- Repeat this step to select more contacts.
- Once you have selected all the contacts you would like to add to the tag, select Add to Tag
Add a tag through the Contacts List
Start by navigating to the Contacts menu.
From here:
- Select the Contact List tab.
- Select the more icon next to the contact you would like to add a tag to.
- From the options, choose Tags
- In the subsequent pop-up, start typing in your tag. Existing tags that match your text will be suggested in a dropdown. Either:
- Select an existing tag from the dropdown;
- OR type in a new tag and press Enter to add it.
- Click OK
Add a tag in a contacts profile
Start by navigating to the Contacts menu.
From here:
- Click on the Contact List tab.
- If required, search for a contact within the search box.
- Click on the relevant contact to go into their Contact Profile
- Scroll down the Contact Information page to locate the Tags section.
- Click on the Add New Tag box and start typing in your tag. Existing tags that match your text will be suggested in a dropdown. Either:
- Select an existing tag to add this to the contact;
- OR type in a new tag and press Enter to add the tag.
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