Tags are helpful when you want to organize specific contacts into one group. This guide will help you create your own tags and utilize them!
1. Click the Contacts link on the left-hand sidebar. You will then see a drop-down menu with the following options:
a. All Contacts
b. Custom Fields
c. Custom Field Groups
2. For this example, click Tags.
3. The next page is where you will see the tags you’ve created. To add a new tag, click the green “+ Add Tag” button.
4. From here, you will add the tag name in the “Name” field then click “Save.”
An example of a tag would be “Hawaiian Shirts,” which you would reserve for clients who just wear Hawaiian Shirts.
Now how do we apply these new tags to your clients? You can do so when adding a new contact or editing the details of an existing contact. The tags field will be the very last one on the page. When you click on the tags text box, you will see a drop-down with all your available tags. Click on the corresponding one that fits the contact and you’re set!