How do I create a Tag?
Tagging is a great way to label people, companies, projects, properties, and deals based on data you know about them. You can create and assign as many Tags as you see fit.
You can add a tag to one contact at a time, they can be added in bulk to many contacts at once while importing a spreadsheet, or can be added in bulk on the People screen.
Learn more about Tags:
- Add Tags to multiple contacts at once
- Add Tags to multiple Deals or Projects at once
- Search by contact Tags (enter #tagname)
- Import contacts and add Tags
- Export my contacts and filter by Tags
Create a New Tag:
1.) Tap on "Add tags..." just below the name of the Person, Company, Project, Property, or Deal
On iPhone and Android phone
1.) Tap on a contact and then tap on More beneath their name.
2.) Tap on "Change Tags".
3.) Type in the tag and select it from the list. In this example, #dog-lover exists but #dog does not. Tap on either to add the tag.
4.) Tap on Save Tags to save your changes.
The tag is added.
