How Does Individual Tagging Works?

Video

Steps

1) To tag an individual, simply click on the individual name as shown in the screenshot below.

2) Then click on the (+) plus icon and the tags will be displayed as shown on the screenshot below.

3) Once you click that, it will display the available tags you’ve created earlier. Select the tag or tags you want and the contact would be automatically tagged.

If the tag you want to use is not available, you can click on Add tag button to add a new tag on the fly without the need to click on the extension popup

4) After that and still on the individual's profile, you’ll find the list of tags as shown in the screenshot below.

Congratulations.

You've added tags the individual contact.

Let's proceed.