Tagging your contacts in the contact manager helps you stay organized and reach people quickly. This feature makes it easy to follow up with individuals who contact you or reach out to those who haven’t been in touch.
You can tag contacts individually or in bulk. To tag a contact, check the box to the left of their name and click “Tag” at the top of the “All Contacts” table. Check the box next to an existing tag or start typing to create a new one.
To use tags when sending an email, simply select a tag from the list instead of “All contacts.”
If you have any questions, contact your dedicated customer success team member or email support at email@example.com.