Contacts - Manually assign a label to a contacts file

Tags/Labels is a Prime package feature. Please contact your CRM lead to learn more

Below I will describe how to manually assign a Label/Tag to a contacts file. Please see our advanced Label/Tag Management user guide for more advanced tagging!

Manually assign a new tag to a Contact

1. Login as Admin

2. Go to left menu Contacts

3. Search and select a contact

4. Open the contacts details tab

5. You will see a Label section
   

   

Please contact our support team if you do not see this input on your contacts screen.

6. Start typing in the label input, the already created labels will start appearing

7. If you do not see an existing tag you would like to use, continue to type, then select Add

8. Select SAVE on the contact

Don’t forget to select SAVE on the contact!

Assign an existing label to a contact

1. Login as Admin

2. Go to left menu Contacts

3. Search and select a contact

4. Open the contacts details tab

5. You will see a Label section

6. Start typing

   1. You will see options appear in the dropdown,

7. Select an option from the dropdown + select Add

8. You will see the tag appear with a #
   

   

9. Select SAVE on the contact

Don’t forget to select SAVE on the contact!

Search contacts based on their Label/Tag

1. Login as Admin

2. Go to left menu Contacts

3. Review the contacts list screen - Label Column

4. Type a tag title into the Label Column search box

5. You will see your contacts refining

   1. Scroll down to see how many contacts it has filtered by.