You can setup tags that will allow you to easily label contacts in your system, which will then allow you to filter information better and also provide your colleagues with better information on each contact. During a conversation, you are able to add multiple labels to each contact.

Creating new tags:

  • Navigate to Settings and select Tags.

  • Within the Tag section you are able to see, edit and remove existing tags, as well as add new ones. In order to add a new tag select Add New.

  • Give your label a Name and a Colour and select Save. 

  • Start using your labels.

Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.

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