How do apply People Tags to a Person or Organization?

Help Author

June 06, 2022 16:28
Updated

From the left navigation, click People.
In the Search field, enter the name of the person. Note: Matches will start listing as you enter name.
1. 1. Hover over the people tile you wish to edit and click on Contact Details.
  2. To apply an existing people tag click the Tag icon.
  3. To search for an existing tag, start entering tag name--matches will list.
  4. To create new tag, enter tag new tag name and click Add icon.

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