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 (...).
2.) Tap on "Change Tags".
3.) Scroll down and tap on the tag you wish to add, or tap on "New Tag".
4.) Type in the new tag and then tap on "Add".
The tag is added.
