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Add Tags to Contacts

By Eva
September 9, 2022

We added the option to add tags to contacts. This allows you to add information to your customers and filter them if you want, e.g., to select all your A-Customers or hot leads.

How to add tags to contacts:

  1. Go to Customers > Contacts and select edit (icon with the tree dots)
    Contacts.png

  2. Add tags to the contact at the bottom.
    Contact-Tags.png

You configure tags in Settings > Tags. Tags need the type all (use tag with all features) to select in the contact.

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