Tagging Connections for sales tracking

Updated 10 June 14: Connections

You can tag any Connection using the ‘Tags’ option under their contact details. Simply enter a memorable word you want to use to identify them.

Tagged Connections can be listed in one of two ways:

Clicking on a specific tag while viewing a Connection’s entry will present a list showing all Connections who are tagged with this term.

Entering ‘tagged’ into the Connections search bar, followed by the ‘relevant tag term’ will filter the Connection list: e.g. tagged follow up

You can also save a frequently used tagged search for easy access.

For more information on tags, view our video walk through.

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