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Contact Management

Contact Tags
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Contact Tags

* Page referenced in this article: tags page.

The tagging feature allows you to apply descriptive words to a contact record in LeadCenter. Tags are like keywords but non-hierarchical. You can assign as many tags as you wish to a contact and easily rename or delete them later. For example, you can tag a contact record with “golfer”, “A Client”, or “401k.” Later, when looking for contacts with these assigned words, you can simply filter by those tags in the contacts or sales pipeline dashboards.

To create new tags, go to Create Tags page.

To assign a tag for a contact:

  1. Go to a contact details page.
  2. On the overview page, scroll down to the bottom until you see the Tags card.
  3. Click Edit button to update the tags for this contact.

Tip: Contact tags can be used as filters in workflows, email marketing campaigns, text message campaigns, and contact segments.

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