Intent of the article:
This article explains how to add tags to contacts.
Why do you need tags?
Tags help you filter and organize contacts effortlessly. For example, let’s say that you have a list of potential contacts working for different departments of a company. But you only want to reach out to the ones working in sales. This is where tags help you sort the list based on the department they work for, which is ‘sales’ here.
In Salesgear, tags can be added while creating contacts and you can also add them to an existing contact. This article explains how to add tags to existing contacts.
You can add tags for individual contacts or add tags to multiple contacts in bulk at once.
Steps to add tags to individual contacts:
Click on the ‘contacts’ icon (the one similar to a phone book) in the vertical side menu bar.
Click on the ‘more options’ icon (three vertical dots) against the contact to which you want to add tags.
Choose ‘edit’.
You will see a pop-up with the contact information.
Scroll down and find ‘contact tags’ and add the required tags to the contact.
Click ‘update contact’.
Steps to add tags to multiple contacts at once:
Click on the ‘contacts’ icon (the one similar to a phone book) in the vertical side menu bar.
Select all or only the specific contacts using the check box available before the name and email address of the contacts.
Click on the ‘more options’ icon (three vertical dots) available above the contacts list.
Click 'Add tags'.
You will see a popup where you can select or create tags that you'd like to add to the selected contacts.
Once you add the required tags, click 'update' to update the tags.
Tags will be added successfully.
Notes:
It will take a few to several minutes to update the tags, if you are trying to add tags for more than 100 contacts at one go.
Navigate to this article to know how to remove tags for multiple contacts.