🏷 What Are Tags?
Tags are labels you can add to contacts to help you organize, identify, and segment your leads inside Agent Suite.
For example, you can use tags to identify:
🏠 mortgage protection
📞follow-up
📅 booked appointment
Tags can also be used to trigger automations and create Smart Lists, making it easier to manage and follow up with specific groups of contacts.
💡 Tip: Use clear and consistent tag names so you can easily filter contacts and build automations around them.