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.