How to Add Tags?

There are two ways to add tags in Agent Suite:

1⃣ Add Tags in Bulk

Use this option when you want to add the same tag to multiple contacts at once.

1. Go to Contacts in Agent Suite.

2. Select the contact(s) you want to add a tag to.

3. Click the Add Tags button.

4. Enter an Action Name to describe the action.

5. Select the tag you want to add. If needed, you can create a new or custom tag.

6. Click Add Tag to complete the action.

2⃣ Add a Tag to an Individual Contact

You can also add a tag directly from an individual contact’s record.

1. Go to Contacts in Agent Suite.

2. Open the contact you want to tag.

3. Locate the Tag button in the Contact Details section.

4. Click the (+) button.

5. Select an existing tag or create a new one.

6. Click Apply.