🔑 What are tags?

Tags are keywords used to add extra information and categorize your contacts, such as 'eco-conscious' or a support level.

So why use tags? Tags help differentiate contacts for targeted actions, like canvassing or outreach. 📲

💡 Note: Only admins can create tags, or users with custom roles & permissions.

How to Create Tags

Go to your profile in the bottom left corner of your screen, and select your Space Settings > Contacts / CRM > Tags:

Create a tag to add it to your contacts
- Add tags to a contact through an import;
- or directly to a contact in your contact database.
Delete a tag to remove it from all associated contacts.
Rename a tag to update it across all contacts.