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How do I assign a tag to a person or organization?

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  • Updated
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  1. Open the Contacts section via the left main navigation menu.                            2019-03-28_13-41-59.jpg
  2. Mark the checkbox in the Contact tile. Message_checkbox.png
  3. Click Tag in the action menu. Tag.png
  4. Click Add A Tag to search existing Tags or simply enter the name of the new Tag you'd like to create and press Enter. 2019-03-28_13-41-59.jpg
  5. When finished adding tags, click Update.

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